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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 | $8,976 | $92,219-90.3% | $76,767-88.3% | $135,380-93.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.93% | 5.46%-16.4pp | 2.43%-13.4pp | 519.81%-530.7pp |
| Employer contribution / active EE | $2,300 | $3,216-28.5% | $2,485-7.5% | $4,779-51.9% |
| Participant deferral / active EE | $914 | $4,508-79.7% | $3,852-76.3% | $5,609-83.7% |
| Admin fee / account holder | $447 | $10,749-95.8% | $6,675-93.3% | $10,828-95.9% |