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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,435 | $106,115-98.6% | $85,969-98.3% | $125,389-98.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -14.73% | 13.93%-28.7pp | 9.32%-24.0pp | 282.24%-297.0pp |
| Employer contribution / active EE | $1,278 | $4,537-71.8% | $3,474-63.2% | $4,866-73.7% |
| Participant deferral / active EE | $742 | $4,859-84.7% | $3,829-80.6% | $5,352-86.1% |
| Admin fee / account holder | $598 | $8,144-92.7% | $6,053-90.1% | $9,541-93.7% |