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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 | $3,041 | $167,533-98.2% | $151,645-98.0% | $134,545-97.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.05% | 7.81%-31.9pp | 3.34%-27.4pp | 418.37%-442.4pp |
| Employer contribution / active EE | $1,505 | $6,828-78.0% | $6,165-75.6% | $4,742-68.3% |
| Participant deferral / active EE | $1,782 | $8,985-80.2% | $8,363-78.7% | $6,401-72.2% |
| Admin fee / account holder | $1,003 | $13,781-92.7% | $11,614-91.4% | $11,431-91.2% |