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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 | $9,470 | $162,136-94.2% | $152,301-93.8% | $154,746-93.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -8.68% | 91.02%-99.7pp | 80.50%-89.2pp | 172.34%-181.0pp |
| Employer contribution / active EE | $986 | $4,890-79.8% | $4,624-78.7% | $4,379-77.5% |
| Participant deferral / active EE | $1,242 | $8,341-85.1% | $8,004-84.5% | $6,730-81.5% |
| Admin fee / account holder | $2,504 | $15,759-84.1% | $14,398-82.6% | $14,365-82.6% |