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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 | $5,432 | $135,639-96.0% | $110,241-95.1% | $135,382-96.0% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -11.36% | 513.21%-524.6pp | 314.75%-326.1pp | 519.77%-531.1pp |
| Employer contribution / active EE | $1,007 | $4,907-79.5% | $3,827-73.7% | $4,779-78.9% |
| Participant deferral / active EE | $1,526 | $5,507-72.3% | $4,672-67.3% | $5,609-72.8% |
| Admin fee / account holder | $379 | $11,457-96.7% | $8,548-95.6% | $10,829-96.5% |