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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 | $3,788 | $165,381-97.7% | $149,730-97.5% | $158,966-97.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.67% | 348.29%-358.0pp | 276.70%-286.4pp | 302.95%-312.6pp |
| Employer contribution / active EE | $1,695 | $5,104-66.8% | $4,645-63.5% | $4,762-64.4% |
| Participant deferral / active EE | $995 | $7,182-86.2% | $6,843-85.5% | $5,983-83.4% |
| Admin fee / account holder | $6,356 | $10,809-41.2% | $9,310-31.7% | $11,250-43.5% |