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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 | $2,323 | $100,970-97.7% | $96,576-97.6% | $137,256-98.3% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | -15.39% | 38.16%-53.5pp | 38.47%-53.9pp | 220.34%-235.7pp |
| Employer contribution / active EE | $852 | $3,809-77.6% | $3,553-76.0% | $4,156-79.5% |
| Participant deferral / active EE | $944 | $8,286-88.6% | $7,956-88.1% | $6,407-85.3% |
| Admin fee / account holder | $505 | $11,312-95.5% | $11,381-95.6% | $12,270-95.9% |