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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 | $2,200 | $100,811-97.8% | $86,698-97.5% | $134,545-98.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -39.54% | 29.11%-68.7pp | 35.96%-75.5pp | 418.37%-457.9pp |
| Employer contribution / active EE | $1,016 | $3,490-70.9% | $2,837-64.2% | $4,742-78.6% |
| Participant deferral / active EE | $1,016 | $5,339-81.0% | $4,656-78.2% | $6,401-84.1% |
| Admin fee / account holder | $517 | $10,926-95.3% | $7,492-93.1% | $11,431-95.5% |