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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 | $10,611 | $155,555-93.2% | $146,866-92.8% | $155,188-93.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -0.44% | 115.41%-115.9pp | 102.85%-103.3pp | 148.84%-149.3pp |
| Employer contribution / active EE | $1,278 | $4,647-72.5% | $4,425-71.1% | $4,248-69.9% |
| Participant deferral / active EE | $2,376 | $8,044-70.5% | $7,759-69.4% | $6,531-63.6% |
| Admin fee / account holder | $30,995 | $14,755+110.1% | $13,620+127.6% | $14,480+114.1% |