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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 | $7,250 | $138,102-94.8% | $125,381-94.2% | $134,532-94.6% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -21.64% | 750.73%-772.4pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,130 | $5,245-78.4% | $4,815-76.5% | $4,741-76.2% |
| Participant deferral / active EE | $2,293 | $7,801-70.6% | $7,448-69.2% | $6,401-64.2% |
| Admin fee / account holder | $993 | $11,568-91.4% | $10,007-90.1% | $11,429-91.3% |