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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 | $2,219 | $140,592-98.4% | $123,105-98.2% | $125,389-98.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -12.80% | 16.80%-29.6pp | 13.22%-26.0pp | 282.24%-295.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $530 | $6,980-92.4% | $6,229-91.5% | $5,352-90.1% |
| Admin fee / account holder | $38,093 | $11,198+240.2% | $9,014+322.6% | $9,541+299.3% |