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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 | $2,477 | $84,518-97.1% | $67,704-96.3% | $125,389-98.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -10.53% | 2.57%-13.1pp | 25.41%-35.9pp | 282.24%-292.8pp |
| Employer contribution / active EE | $1,476 | $3,292-55.2% | $2,559-42.3% | $4,866-69.7% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,217 | $5,340-77.2% | $4,255-71.4% | $9,541-87.2% |