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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 | $7,749 | $150,447-94.8% | $136,298-94.3% | $147,586-94.7% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | -0.56% | 1049.15%-1049.7pp | 5156.27%-5156.8pp | 578.59%-579.1pp |
| Employer contribution / active EE | $1,346 | $5,256-74.4% | $4,696-71.3% | $4,876-72.4% |
| Participant deferral / active EE | $556 | $6,631-91.6% | $6,247-91.1% | $5,439-89.8% |
| Admin fee / account holder | $1,924 | $10,906-82.4% | $9,244-79.2% | $10,886-82.3% |