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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 | $3,361 | $172,111-98.0% | $150,298-97.8% | $137,256-97.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | -11.70% | 69.37%-81.1pp | 62.79%-74.5pp | 220.34%-232.0pp |
| Employer contribution / active EE | $986 | $4,636-78.7% | $4,154-76.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,142 | $6,166-81.5% | $5,453-79.1% | $6,407-82.2% |
| Admin fee / account holder | $1,995 | $16,471-87.9% | $14,116-85.9% | $12,270-83.7% |