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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 | $5,813 | $135,956-95.7% | $123,894-95.3% | $273,972-97.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | -0.08% | 56.63%-56.7pp | 47.52%-47.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,632 | $5,170-68.4% | $4,617-64.7% | $4,869-66.5% |
| Participant deferral / active EE | $1,046 | $6,343-83.5% | $5,984-82.5% | $5,287-80.2% |
| Admin fee / account holder | $1,434 | $9,817-85.4% | $8,357-82.8% | $10,133-85.8% |