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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 | $6,833 | $176,077-96.1% | $159,455-95.7% | $167,518-95.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -8.13% | 331.83%-340.0pp | 263.63%-271.8pp | 478.71%-486.8pp |
| Employer contribution / active EE | $1,122 | $5,298-78.8% | $4,830-76.8% | $4,838-76.8% |
| Participant deferral / active EE | $2,121 | $7,751-72.6% | $7,353-71.2% | $6,342-66.6% |
| Admin fee / account holder | $797 | $12,556-93.7% | $10,800-92.6% | $12,312-93.5% |