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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 | $6,872 | $154,228-95.5% | $145,433-95.3% | $137,256-95.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | -5.01% | 74.59%-79.6pp | 66.58%-71.6pp | 220.34%-225.4pp |
| Employer contribution / active EE | $1,179 | $4,804-75.5% | $4,554-74.1% | $4,156-71.6% |
| Participant deferral / active EE | $1,235 | $8,216-85.0% | $7,897-84.4% | $6,407-80.7% |
| Admin fee / account holder | $3,715 | $14,344-74.1% | $13,129-71.7% | $12,270-69.7% |