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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 | $12,811 | $92,219-86.1% | $76,766-83.3% | $135,382-90.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -9.78% | 5.46%-15.2pp | 2.43%-12.2pp | 519.77%-529.5pp |
| Employer contribution / active EE | $1,264 | $3,216-60.7% | $2,485-49.1% | $4,779-73.6% |
| Participant deferral / active EE | $1,370 | $4,508-69.6% | $3,851-64.4% | $5,609-75.6% |
| Admin fee / account holder | $409 | $10,749-96.2% | $6,675-93.9% | $10,829-96.2% |