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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 | $2,338 | $176,105-98.7% | $159,474-98.5% | $167,536-98.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -100.01% | 331.91%-431.9pp | 263.68%-363.7pp | 478.82%-578.8pp |
| Employer contribution / active EE | $1,348 | $5,299-74.6% | $4,831-72.1% | $4,839-72.1% |
| Participant deferral / active EE | $1,747 | $7,751-77.5% | $7,353-76.2% | $6,342-72.5% |
| Admin fee / account holder | $747 | $12,559-94.1% | $10,802-93.1% | $12,315-93.9% |