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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 | $5,119 | $133,998-96.2% | $112,263-95.4% | $134,545-96.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.63% | 47.17%-67.8pp | 27.49%-48.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,139 | $4,040-71.8% | $3,636-68.7% | $4,742-76.0% |
| Participant deferral / active EE | $663 | $5,292-87.5% | $4,729-86.0% | $6,401-89.6% |
| Admin fee / account holder | $604 | $7,493-91.9% | $6,410-90.6% | $11,431-94.7% |