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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 | $2,451 | $157,304-98.4% | $141,197-98.3% | $152,909-98.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | -3.26% | 64.34%-67.6pp | 71.41%-74.7pp | 345.46%-348.7pp |
| Employer contribution / active EE | $978 | $5,263-81.4% | $4,736-79.4% | $4,764-79.5% |
| Participant deferral / active EE | $400 | $7,111-94.4% | $6,710-94.0% | $5,851-93.2% |
| Admin fee / account holder | $403 | $12,126-96.7% | $10,265-96.1% | $11,601-96.5% |