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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 | $4,284 | $162,785-97.4% | $133,959-96.8% | $158,950-97.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.75% | 41.94%-50.7pp | 45.09%-53.8pp | 302.91%-311.7pp |
| Employer contribution / active EE | $1,087 | $4,975-78.2% | $3,919-72.3% | $4,762-77.2% |
| Participant deferral / active EE | $152 | $5,910-97.4% | $5,047-97.0% | $5,983-97.5% |
| Admin fee / account holder | $837 | $11,738-92.9% | $8,928-90.6% | $11,248-92.6% |