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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 | $7,382 | $135,956-94.6% | $123,894-94.0% | $273,972-97.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.71% | 56.63%-57.3pp | 47.52%-48.2pp | 41.46%-42.2pp |
| Employer contribution / active EE | $1,175 | $5,170-77.3% | $4,617-74.5% | $4,869-75.9% |
| Participant deferral / active EE | $1,642 | $6,343-74.1% | $5,984-72.6% | $5,287-69.0% |
| Admin fee / account holder | $2,425 | $9,817-75.3% | $8,357-71.0% | $10,133-76.1% |