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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 | $2,428 | $167,362-98.5% | $143,799-98.3% | $134,532-98.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -211.65% | 0.47%-212.1pp | -0.04%-211.6pp | 418.27%-629.9pp |
| Employer contribution / active EE | $1,168 | $5,620-79.2% | $4,952-76.4% | $4,741-75.4% |
| Participant deferral / active EE | $1,361 | $6,447-78.9% | $5,638-75.9% | $6,401-78.7% |
| Admin fee / account holder | $421 | $18,094-97.7% | $14,677-97.1% | $11,429-96.3% |