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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 | $3,882 | $142,409-97.3% | $119,634-96.8% | $134,545-97.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.51% | -12.46%-9.0pp | -14.98%-6.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,332 | $5,224-74.5% | $4,232-68.5% | $4,742-71.9% |
| Participant deferral / active EE | $1,628 | $6,468-74.8% | $5,601-70.9% | $6,401-74.6% |
| Admin fee / account holder | $840 | $13,594-93.8% | $10,329-91.9% | $11,431-92.6% |