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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 | $4,887 | $210,698-97.7% | $178,014-97.3% | $145,959-96.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -11.74% | 386.27%-398.0pp | 294.80%-306.5pp | 561.95%-573.7pp |
| Employer contribution / active EE | $2,448 | $4,567-46.4% | $3,950-38.0% | $4,661-47.5% |
| Participant deferral / active EE | $260 | $6,958-96.3% | $6,276-95.9% | $6,689-96.1% |
| Admin fee / account holder | $485 | $12,016-96.0% | $10,362-95.3% | $13,398-96.4% |