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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 | $2,534 | $165,361-98.5% | $149,715-98.3% | $158,950-98.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.72% | 348.24%-352.0pp | 276.66%-280.4pp | 302.91%-306.6pp |
| Employer contribution / active EE | $1,185 | $5,103-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $650 | $7,182-90.9% | $6,842-90.5% | $5,983-89.1% |
| Admin fee / account holder | $420 | $10,808-96.1% | $9,310-95.5% | $11,248-96.3% |