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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 | $3,819 | $167,362-97.7% | $143,799-97.3% | $134,532-97.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -43.91% | 0.47%-44.4pp | -0.04%-43.9pp | 418.27%-462.2pp |
| Employer contribution / active EE | $1,913 | $5,620-66.0% | $4,952-61.4% | $4,741-59.7% |
| Participant deferral / active EE | $1,636 | $6,447-74.6% | $5,638-71.0% | $6,401-74.4% |
| Admin fee / account holder | $375 | $18,094-97.9% | $14,677-97.4% | $11,429-96.7% |