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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 | $2,104 | $172,111-98.8% | $150,298-98.6% | $137,256-98.5% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | -5.85% | 69.37%-75.2pp | 62.79%-68.6pp | 220.34%-226.2pp |
| Employer contribution / active EE | $1,088 | $4,636-76.5% | $4,154-73.8% | $4,156-73.8% |
| Participant deferral / active EE | $1,575 | $6,166-74.5% | $5,453-71.1% | $6,407-75.4% |
| Admin fee / account holder | $4,124 | $16,471-75.0% | $14,116-70.8% | $12,270-66.4% |