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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 | $8,292 | $154,228-94.6% | $145,433-94.3% | $137,256-94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -9.66% | 74.59%-84.3pp | 66.58%-76.2pp | 220.34%-230.0pp |
| Employer contribution / active EE | $2,068 | $4,804-57.0% | $4,554-54.6% | $4,156-50.2% |
| Participant deferral / active EE | $2,094 | $8,216-74.5% | $7,897-73.5% | $6,407-67.3% |
| Admin fee / account holder | $2,821 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |