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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 | $5,649 | $100,805-94.4% | $86,698-93.5% | $134,532-95.8% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -23.78% | 29.09%-52.9pp | 35.95%-59.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $993 | $3,490-71.5% | $2,837-65.0% | $4,741-79.1% |
| Participant deferral / active EE | $1,450 | $5,339-72.8% | $4,656-68.9% | $6,401-77.4% |
| Admin fee / account holder | $383 | $10,925-96.5% | $7,493-94.9% | $11,429-96.6% |