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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 | $15,542 | $165,399-90.6% | $149,745-89.6% | $158,982-90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.22% | 348.34%-354.6pp | 276.72%-282.9pp | 302.99%-309.2pp |
| Employer contribution / active EE | $5,872 | $5,105+15.0% | $4,646+26.4% | $4,763+23.3% |
| Participant deferral / active EE | $592 | $7,183-91.8% | $6,843-91.3% | $5,983-90.1% |
| Admin fee / account holder | $1,375 | $10,811-87.3% | $9,312-85.2% | $11,252-87.8% |