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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 | $12,660 | $138,072-90.8% | $123,549-89.8% | $135,382-90.6% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -11.16% | 153.69%-164.9pp | 119.20%-130.4pp | 519.77%-530.9pp |
| Employer contribution / active EE | $1,486 | $5,152-71.2% | $4,628-67.9% | $4,779-68.9% |
| Participant deferral / active EE | $2,044 | $6,799-69.9% | $6,426-68.2% | $5,609-63.5% |
| Admin fee / account holder | $2,900 | $10,917-73.4% | $9,284-68.8% | $10,829-73.2% |