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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 | $2,597 | $167,522-98.4% | $151,639-98.3% | $134,532-98.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -94.80% | 7.81%-102.6pp | 3.34%-98.1pp | 418.27%-513.1pp |
| Employer contribution / active EE | $2,648 | $6,828-61.2% | $6,165-57.1% | $4,741-44.2% |
| Participant deferral / active EE | $390 | $8,986-95.7% | $8,363-95.3% | $6,401-93.9% |
| Admin fee / account holder | $1,039 | $13,780-92.5% | $11,613-91.1% | $11,429-90.9% |