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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 | $162,136-98.2% | $152,301-98.0% | $154,746-98.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -0.59% | 91.02%-91.6pp | 80.50%-81.1pp | 172.34%-172.9pp |
| Employer contribution / active EE | $1,032 | $4,890-78.9% | $4,624-77.7% | $4,379-76.4% |
| Participant deferral / active EE | $1,548 | $8,341-81.4% | $8,004-80.7% | $6,730-77.0% |
| Admin fee / account holder | $5,863 | $15,759-62.8% | $14,398-59.3% | $14,365-59.2% |