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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 | $10,423 | $107,363-90.3% | $92,909-88.8% | $152,897-93.2% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | -2.07% | 145.63%-147.7pp | 109.44%-111.5pp | 345.43%-347.5pp |
| Employer contribution / active EE | $802 | $4,222-81.0% | $3,653-78.1% | $4,764-83.2% |
| Participant deferral / active EE | $325 | $4,848-93.3% | $4,238-92.3% | $5,851-94.5% |
| Admin fee / account holder | $543 | $7,082-92.3% | $5,795-90.6% | $11,599-95.3% |