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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 | $8,166 | $135,645-94.0% | $110,243-92.6% | $135,380-94.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.00% | 513.24%-524.2pp | 314.76%-325.8pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,165 | $4,907-76.2% | $3,827-69.5% | $4,779-75.6% |
| Participant deferral / active EE | $1,165 | $5,507-78.8% | $4,672-75.1% | $5,609-79.2% |
| Admin fee / account holder | $1,134 | $11,458-90.1% | $8,548-86.7% | $10,828-89.5% |