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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 | $6,194 | $160,059-96.1% | $140,019-95.6% | $135,380-95.4% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.5%-8.9pp | 82.6%-4.1pp |
| Annual return | -9.41% | 911.48%-920.9pp | 651.17%-660.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,653 | $6,420-74.3% | $5,605-70.5% | $4,779-65.4% |
| Participant deferral / active EE | $1,260 | $7,641-83.5% | $6,927-81.8% | $5,609-77.5% |
| Admin fee / account holder | $474 | $13,328-96.4% | $10,705-95.6% | $10,828-95.6% |