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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 | $156,398-98.8% | $147,318-98.7% | $138,895-98.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -37.44% | 78.75%-116.2pp | 70.43%-107.9pp | 145.39%-182.8pp |
| Employer contribution / active EE | $1,600 | $4,853-67.0% | $4,593-65.2% | $4,194-61.9% |
| Participant deferral / active EE | $2,284 | $8,237-72.3% | $7,906-71.1% | $6,396-64.3% |
| Admin fee / account holder | $15,439 | $14,976+3.1% | $13,708+12.6% | $12,562+22.9% |