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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 | $4,515 | $190,879-97.6% | $160,009-97.2% | $134,532-96.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -20.60% | 552.63%-573.2pp | 408.85%-429.4pp | 418.27%-438.9pp |
| Employer contribution / active EE | $992 | $4,995-80.1% | $4,225-76.5% | $4,741-79.1% |
| Participant deferral / active EE | $973 | $6,924-85.9% | $6,183-84.3% | $6,401-84.8% |
| Admin fee / account holder | $2,553 | $10,495-75.7% | $8,715-70.7% | $11,429-77.7% |