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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 | $3,142 | $133,981-97.7% | $112,249-97.2% | $134,532-97.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -24.71% | 47.16%-71.9pp | 27.48%-52.2pp | 418.27%-443.0pp |
| Employer contribution / active EE | $917 | $4,040-77.3% | $3,636-74.8% | $4,741-80.7% |
| Participant deferral / active EE | $747 | $5,292-85.9% | $4,729-84.2% | $6,401-88.3% |
| Admin fee / account holder | $358 | $7,492-95.2% | $6,412-94.4% | $11,429-96.9% |