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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 | $196,972-95.8% | $182,262-95.5% | $198,609-95.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -9.66% | 158.27%-167.9pp | 140.60%-150.3pp | 202.70%-212.4pp |
| Employer contribution / active EE | $2,068 | $5,364-61.4% | $5,046-59.0% | $5,055-59.1% |
| Participant deferral / active EE | $2,094 | $8,643-75.8% | $8,276-74.7% | $6,977-70.0% |
| Admin fee / account holder | $2,821 | $18,429-84.7% | $16,712-83.1% | $19,030-85.2% |