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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 | $129,960-97.7% | $104,299-97.1% | $134,545-97.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -25.23% | 42.06%-67.3pp | 24.62%-49.8pp | 418.37%-443.6pp |
| Employer contribution / active EE | $1,100 | $4,186-73.7% | $3,373-67.4% | $4,742-76.8% |
| Participant deferral / active EE | $1,246 | $5,589-77.7% | $4,626-73.1% | $6,401-80.5% |
| Admin fee / account holder | $1,521 | $9,324-83.7% | $7,339-79.3% | $11,431-86.7% |