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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 | $2,665 | $167,352-98.4% | $143,788-98.1% | $134,509-98.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.80% | 0.47%-25.3pp | -0.03%-24.8pp | 418.13%-442.9pp |
| Employer contribution / active EE | $1,168 | $5,620-79.2% | $4,952-76.4% | $4,741-75.4% |
| Participant deferral / active EE | $1,787 | $6,447-72.3% | $5,638-68.3% | $6,400-72.1% |
| Admin fee / account holder | $879 | $18,091-95.1% | $14,675-94.0% | $11,427-92.3% |