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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 | $7,146 | $124,980-94.3% | $108,359-93.4% | $154,746-95.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | -0.48% | 45.00%-45.5pp | 36.89%-37.4pp | 172.34%-172.8pp |
| Employer contribution / active EE | $1,251 | $2,851-56.1% | $2,399-47.9% | $4,379-71.4% |
| Participant deferral / active EE | $29 | $4,743-99.4% | $4,137-99.3% | $6,730-99.6% |
| Admin fee / account holder | $7,157 | $11,502-37.8% | $9,741-26.5% | $14,365-50.2% |