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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 | $8,246 | $154,209-94.7% | $130,062-93.7% | $139,487-94.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.88% | 32.52%-31.6pp | -137.37%+138.3pp | 373.84%-373.0pp |
| Employer contribution / active EE | $1,766 | $5,292-66.6% | $4,322-59.1% | $4,755-62.9% |
| Participant deferral / active EE | $607 | $6,709-90.9% | $5,821-89.6% | $6,713-91.0% |
| Admin fee / account holder | $305 | $13,988-97.8% | $10,601-97.1% | $11,407-97.3% |