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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 | $7,264 | $138,076-94.7% | $123,553-94.1% | $135,380-94.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -9.46% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,634 | $5,152-68.3% | $4,628-64.7% | $4,779-65.8% |
| Participant deferral / active EE | $2,110 | $6,800-69.0% | $6,426-67.2% | $5,609-62.4% |
| Admin fee / account holder | $563 | $10,917-94.8% | $9,284-93.9% | $10,828-94.8% |