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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 | $23,071 | $196,972-88.3% | $182,262-87.3% | $198,609-88.4% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | -7.05% | 158.27%-165.3pp | 140.60%-147.6pp | 202.70%-209.7pp |
| Employer contribution / active EE | $1,937 | $5,364-63.9% | $5,046-61.6% | $5,055-61.7% |
| Participant deferral / active EE | $1,999 | $8,643-76.9% | $8,276-75.8% | $6,977-71.3% |
| Admin fee / account holder | $10,854 | $18,429-41.1% | $16,712-35.0% | $19,030-43.0% |