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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 | $3,447 | $167,353-97.9% | $143,797-97.6% | $134,545-97.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.36% | 0.48%-24.8pp | -0.04%-24.3pp | 418.37%-442.7pp |
| Employer contribution / active EE | $1,622 | $5,620-71.1% | $4,952-67.2% | $4,742-65.8% |
| Participant deferral / active EE | $2,028 | $6,447-68.5% | $5,638-64.0% | $6,401-68.3% |
| Admin fee / account holder | $351 | $18,096-98.1% | $14,679-97.6% | $11,431-96.9% |