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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 | $12,376 | $166,131-92.6% | $164,975-92.5% | $145,877-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -7.19% | 100.37%-107.6pp | 70.12%-77.3pp | 551.28%-558.5pp |
| Employer contribution / active EE | $1,812 | $5,276-65.6% | $4,343-58.3% | $4,663-61.1% |
| Participant deferral / active EE | $1,812 | $6,962-74.0% | $6,033-70.0% | $6,691-72.9% |
| Admin fee / account holder | $1,991 | $16,648-88.0% | $12,688-84.3% | $13,402-85.1% |