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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 | $7,458 | $87,016-91.4% | $63,244-88.2% | $125,389-94.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -8.02% | 21.71%-29.7pp | -70.31%+62.3pp | 282.24%-290.3pp |
| Employer contribution / active EE | $998 | $3,601-72.3% | $2,322-57.0% | $4,866-79.5% |
| Participant deferral / active EE | $718 | $3,939-81.8% | $2,953-75.7% | $5,352-86.6% |
| Admin fee / account holder | $469 | $11,954-96.1% | $5,893-92.0% | $9,541-95.1% |