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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 | $3,685 | $138,102-97.3% | $125,381-97.1% | $134,532-97.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -167.24% | 750.73%-918.0pp | 572.31%-739.6pp | 418.27%-585.5pp |
| Employer contribution / active EE | $1,007 | $5,245-80.8% | $4,815-79.1% | $4,741-78.8% |
| Participant deferral / active EE | $2,286 | $7,801-70.7% | $7,448-69.3% | $6,401-64.3% |
| Admin fee / account holder | $363 | $11,568-96.9% | $10,007-96.4% | $11,429-96.8% |