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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 | $2,535 | $138,075-98.2% | $123,552-97.9% | $135,379-98.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -18.24% | 153.70%-171.9pp | 119.20%-137.4pp | 519.79%-538.0pp |
| Employer contribution / active EE | $1,055 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $1,513 | $6,800-77.8% | $6,426-76.5% | $5,609-73.0% |
| Admin fee / account holder | $343 | $10,917-96.9% | $9,285-96.3% | $10,828-96.8% |