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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 | $9,119 | $154,228-94.1% | $145,433-93.7% | $137,256-93.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -4.71% | 74.59%-79.3pp | 66.58%-71.3pp | 220.34%-225.1pp |
| Employer contribution / active EE | $1,554 | $4,804-67.7% | $4,554-65.9% | $4,156-62.6% |
| Participant deferral / active EE | $2,037 | $8,216-75.2% | $7,897-74.2% | $6,407-68.2% |
| Admin fee / account holder | $124,792 | $14,344+770.0% | $13,129+850.5% | $12,270+917.0% |