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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 | $22,729 | $202,342-88.8% | $172,753-86.8% | $152,909-85.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | -8.74% | 1029.88%-1038.6pp | 803.00%-811.7pp | 345.46%-354.2pp |
| Employer contribution / active EE | $5,628 | $5,857-3.9% | $5,144+9.4% | $4,764+18.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,018 | $17,112-94.1% | $13,956-92.7% | $11,601-91.2% |