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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 | $2,807 | $156,398-98.2% | $147,318-98.1% | $138,895-98.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -7.05% | 78.75%-85.8pp | 70.43%-77.5pp | 145.39%-152.4pp |
| Employer contribution / active EE | $1,163 | $4,853-76.0% | $4,593-74.7% | $4,194-72.3% |
| Participant deferral / active EE | $1,686 | $8,237-79.5% | $7,906-78.7% | $6,396-73.6% |
| Admin fee / account holder | $1,134 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |