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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 | $9,158 | $87,544-89.5% | $75,784-87.9% | $125,388-92.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.46% | 13.49%-20.9pp | 9.68%-17.1pp | 282.24%-289.7pp |
| Employer contribution / active EE | $3,083 | $3,930-21.6% | $3,323-7.2% | $4,866-36.6% |
| Participant deferral / active EE | $170 | $4,229-96.0% | $3,652-95.3% | $5,352-96.8% |
| Admin fee / account holder | $3,493 | $6,502-46.3% | $5,300-34.1% | $9,541-63.4% |