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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 | $174,379-97.7% | $152,093-97.4% | $138,895-97.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -56.18% | 74.86%-131.0pp | 66.36%-122.5pp | 145.39%-201.6pp |
| Employer contribution / active EE | $1,494 | $4,652-67.9% | $4,175-64.2% | $4,194-64.4% |
| Participant deferral / active EE | $513 | $6,159-91.7% | $5,451-90.6% | $6,396-92.0% |
| Admin fee / account holder | $3,526 | $16,880-79.1% | $14,497-75.7% | $12,562-71.9% |