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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 | $3,829 | $138,076-97.2% | $123,553-96.9% | $135,380-97.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.66% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $950 | $5,152-81.6% | $4,628-79.5% | $4,779-80.1% |
| Participant deferral / active EE | $1,641 | $6,800-75.9% | $6,426-74.5% | $5,609-70.7% |
| Admin fee / account holder | $611 | $10,917-94.4% | $9,284-93.4% | $10,828-94.4% |