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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 | $2,984 | $154,228-98.1% | $145,433-97.9% | $137,256-97.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -0.59% | 74.59%-75.2pp | 66.58%-67.2pp | 220.34%-220.9pp |
| Employer contribution / active EE | $1,032 | $4,804-78.5% | $4,554-77.4% | $4,156-75.2% |
| Participant deferral / active EE | $1,548 | $8,216-81.2% | $7,897-80.4% | $6,407-75.8% |
| Admin fee / account holder | $5,863 | $14,344-59.1% | $13,129-55.3% | $12,270-52.2% |