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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 | $10,628 | $167,352-93.6% | $143,788-92.6% | $134,509-92.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -24.94% | 0.47%-25.4pp | -0.03%-24.9pp | 418.13%-443.1pp |
| Employer contribution / active EE | $1,267 | $5,620-77.4% | $4,952-74.4% | $4,741-73.3% |
| Participant deferral / active EE | $1,311 | $6,447-79.7% | $5,638-76.7% | $6,400-79.5% |
| Admin fee / account holder | $784 | $18,091-95.7% | $14,675-94.7% | $11,427-93.1% |