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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 | $11,144 | $92,219-87.9% | $76,767-85.5% | $135,380-91.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.93% | 5.46%-15.4pp | 2.43%-12.4pp | 519.81%-529.7pp |
| Employer contribution / active EE | $1,733 | $3,216-46.1% | $2,485-30.3% | $4,779-63.7% |
| Participant deferral / active EE | $907 | $4,508-79.9% | $3,852-76.5% | $5,609-83.8% |
| Admin fee / account holder | $1,412 | $10,749-86.9% | $6,675-78.8% | $10,828-87.0% |