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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 | $3,547 | $217,432-98.4% | $185,849-98.1% | $167,536-97.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.25% | 148.42%-148.7pp | 122.10%-122.3pp | 478.82%-479.1pp |
| Employer contribution / active EE | $2,303 | $5,875-60.8% | $5,169-55.4% | $4,839-52.4% |
| Participant deferral / active EE | $1,783 | $6,357-72.0% | $5,569-68.0% | $6,342-71.9% |
| Admin fee / account holder | $5,688 | $19,818-71.3% | $16,244-65.0% | $12,315-53.8% |