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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 | $2,270 | $107,809-97.9% | $97,032-97.7% | $155,188-98.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | -3.44% | 38.06%-41.5pp | 35.38%-38.8pp | 148.84%-152.3pp |
| Employer contribution / active EE | $866 | $2,911-70.2% | $2,629-67.0% | $4,248-79.6% |
| Participant deferral / active EE | $75 | $5,129-98.5% | $4,672-98.4% | $6,531-98.9% |
| Admin fee / account holder | $23,341 | $10,717+117.8% | $9,418+147.8% | $14,480+61.2% |