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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 | $7,104 | $115,796-93.9% | $101,264-93.0% | $158,950-95.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | -7.18% | 56.15%-63.3pp | 46.48%-53.7pp | 302.91%-310.1pp |
| Employer contribution / active EE | $1,493 | $4,175-64.3% | $3,660-59.2% | $4,762-68.7% |
| Participant deferral / active EE | $716 | $4,958-85.6% | $4,370-83.6% | $5,983-88.0% |
| Admin fee / account holder | $2,153 | $7,247-70.3% | $5,947-63.8% | $11,248-80.9% |