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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 | $2,694 | $172,111-98.4% | $150,298-98.2% | $137,256-98.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -188.25% | 69.37%-257.6pp | 62.79%-251.0pp | 220.34%-408.6pp |
| Employer contribution / active EE | $1,263 | $4,636-72.8% | $4,154-69.6% | $4,156-69.6% |
| Participant deferral / active EE | $1,578 | $6,166-74.4% | $5,453-71.1% | $6,407-75.4% |
| Admin fee / account holder | $552 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |