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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 | $6,607 | $138,114-95.2% | $125,391-94.7% | $134,545-95.1% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -21.51% | 750.88%-772.4pp | 572.41%-593.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,272 | $5,246-75.7% | $4,816-73.6% | $4,742-73.2% |
| Participant deferral / active EE | $1,589 | $7,801-79.6% | $7,448-78.7% | $6,401-75.2% |
| Admin fee / account holder | $548 | $11,570-95.3% | $10,009-94.5% | $11,431-95.2% |