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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 | $1,929 | $154,228-98.7% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -37.44% | 74.59%-112.0pp | 66.58%-104.0pp | 220.34%-257.8pp |
| Employer contribution / active EE | $1,600 | $4,804-66.7% | $4,554-64.9% | $4,156-61.5% |
| Participant deferral / active EE | $2,284 | $8,216-72.2% | $7,897-71.1% | $6,407-64.4% |
| Admin fee / account holder | $15,439 | $14,344+7.6% | $13,129+17.6% | $12,270+25.8% |