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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 | $6,955 | $210,698-96.7% | $178,014-96.1% | $145,959-95.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -3.15% | 386.27%-389.4pp | 294.80%-298.0pp | 561.95%-565.1pp |
| Employer contribution / active EE | $986 | $4,567-78.4% | $3,950-75.1% | $4,661-78.9% |
| Participant deferral / active EE | $1,232 | $6,958-82.3% | $6,276-80.4% | $6,689-81.6% |
| Admin fee / account holder | $1,211 | $12,016-89.9% | $10,362-88.3% | $13,398-91.0% |