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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 | $12,721 | $156,398-91.9% | $147,318-91.4% | $138,895-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -1.45% | 78.75%-80.2pp | 70.43%-71.9pp | 145.39%-146.8pp |
| Employer contribution / active EE | $1,932 | $4,853-60.2% | $4,593-57.9% | $4,194-53.9% |
| Participant deferral / active EE | $1,724 | $8,237-79.1% | $7,906-78.2% | $6,396-73.1% |
| Admin fee / account holder | $22,572 | $14,976+50.7% | $13,708+64.7% | $12,562+79.7% |