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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 | $4,048 | $167,362-97.6% | $143,799-97.2% | $134,532-97.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.36% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,242 | $5,620-77.9% | $4,952-74.9% | $4,741-73.8% |
| Participant deferral / active EE | $1,957 | $6,447-69.6% | $5,638-65.3% | $6,401-69.4% |
| Admin fee / account holder | $1,267 | $18,094-93.0% | $14,677-91.4% | $11,429-88.9% |