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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 | $6,072 | $135,956-95.5% | $123,894-95.1% | $273,972-97.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -1.98% | 56.63%-58.6pp | 47.52%-49.5pp | 41.46%-43.4pp |
| Employer contribution / active EE | $1,706 | $5,170-67.0% | $4,617-63.0% | $4,869-65.0% |
| Participant deferral / active EE | $1,685 | $6,343-73.4% | $5,984-71.8% | $5,287-68.1% |
| Admin fee / account holder | $7,002 | $9,817-28.7% | $8,357-16.2% | $10,133-30.9% |