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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 | $7,111 | $117,846-94.0% | $102,434-93.1% | $145,884-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -27.28% | 31.90%-59.2pp | 29.46%-56.7pp | 551.85%-579.1pp |
| Employer contribution / active EE | $7,590 | $3,615+110.0% | $3,023+151.1% | $4,662+62.8% |
| Participant deferral / active EE | $1,552 | $5,733-72.9% | $5,055-69.3% | $6,690-76.8% |
| Admin fee / account holder | $423 | $13,356-96.8% | $9,462-95.5% | $13,392-96.8% |