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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 | $2,859 | $167,352-98.3% | $143,788-98.0% | $134,509-97.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -148.73% | 0.47%-149.2pp | -0.03%-148.7pp | 418.13%-566.9pp |
| Employer contribution / active EE | $1,206 | $5,620-78.5% | $4,952-75.7% | $4,741-74.6% |
| Participant deferral / active EE | $1,951 | $6,447-69.7% | $5,638-65.4% | $6,400-69.5% |
| Admin fee / account holder | $378 | $18,091-97.9% | $14,675-97.4% | $11,427-96.7% |