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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 | $3,064 | $174,379-98.2% | $152,093-98.0% | $138,895-97.8% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | -26.39% | 74.86%-101.3pp | 66.36%-92.8pp | 145.39%-171.8pp |
| Employer contribution / active EE | $987 | $4,652-78.8% | $4,175-76.4% | $4,194-76.5% |
| Participant deferral / active EE | $1,160 | $6,159-81.2% | $5,451-78.7% | $6,396-81.9% |
| Admin fee / account holder | $1,928 | $16,880-88.6% | $14,497-86.7% | $12,562-84.7% |