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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 | $10,553 | $154,228-93.2% | $145,433-92.7% | $137,256-92.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -0.63% | 74.59%-75.2pp | 66.58%-67.2pp | 220.34%-221.0pp |
| Employer contribution / active EE | $1,465 | $4,804-69.5% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $2,289 | $8,216-72.1% | $7,897-71.0% | $6,407-64.3% |
| Admin fee / account holder | $1,287 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |