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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 | $4,657 | $138,078-96.6% | $125,363-96.3% | $134,509-96.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -24.39% | 750.49%-774.9pp | 572.15%-596.5pp | 418.13%-442.5pp |
| Employer contribution / active EE | $1,972 | $5,245-62.4% | $4,815-59.0% | $4,741-58.4% |
| Participant deferral / active EE | $2,479 | $7,800-68.2% | $7,447-66.7% | $6,400-61.3% |
| Admin fee / account holder | $1,040 | $11,566-91.0% | $10,005-89.6% | $11,427-90.9% |