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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 | $4,891 | $162,136-97.0% | $152,301-96.8% | $154,746-96.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -1.15% | 91.02%-92.2pp | 80.50%-81.6pp | 172.34%-173.5pp |
| Employer contribution / active EE | $2,583 | $4,890-47.2% | $4,624-44.1% | $4,379-41.0% |
| Participant deferral / active EE | $1,002 | $8,341-88.0% | $8,004-87.5% | $6,730-85.1% |
| Admin fee / account holder | $17,560 | $15,759+11.4% | $14,398+22.0% | $14,365+22.2% |