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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 | $7,494 | $175,231-95.7% | $149,696-95.0% | $139,466-94.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | -7.31% | 166.77%-174.1pp | 134.46%-141.8pp | 373.66%-381.0pp |
| Employer contribution / active EE | $1,493 | $5,478-72.7% | $4,821-69.0% | $4,754-68.6% |
| Participant deferral / active EE | $746 | $6,521-88.6% | $5,682-86.9% | $6,712-88.9% |
| Admin fee / account holder | $688 | $16,155-95.7% | $13,212-94.8% | $11,409-94.0% |