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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 | $3,925 | $181,062-97.8% | $158,223-97.5% | $155,188-97.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -56.18% | 57.39%-113.6pp | 52.09%-108.3pp | 148.84%-205.0pp |
| Employer contribution / active EE | $1,494 | $4,565-67.3% | $4,109-63.6% | $4,248-64.8% |
| Participant deferral / active EE | $513 | $6,134-91.6% | $5,467-90.6% | $6,531-92.2% |
| Admin fee / account holder | $3,526 | $18,825-81.3% | $16,047-78.0% | $14,480-75.6% |