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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 | $4,981 | $157,304-96.8% | $141,197-96.5% | $152,909-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.05% | 64.34%-64.4pp | 71.41%-71.5pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,350 | $5,263-74.3% | $4,736-71.5% | $4,764-71.7% |
| Participant deferral / active EE | $1,350 | $7,111-81.0% | $6,710-79.9% | $5,851-76.9% |
| Admin fee / account holder | $3,864 | $12,126-68.1% | $10,265-62.4% | $11,601-66.7% |