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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 | $7,178 | $168,635-95.7% | $147,617-95.1% | $125,389-94.3% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | -7.72% | 77.65%-85.4pp | 61.98%-69.7pp | 282.24%-290.0pp |
| Employer contribution / active EE | $3,030 | $6,252-51.5% | $5,564-45.5% | $4,866-37.7% |
| Participant deferral / active EE | $58 | $5,507-98.9% | $4,895-98.8% | $5,352-98.9% |
| Admin fee / account holder | $378 | $13,580-97.2% | $11,612-96.7% | $9,541-96.0% |