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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 | $7,419 | $156,398-95.3% | $147,318-95.0% | $138,895-94.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | -11.41% | 78.75%-90.2pp | 70.43%-81.8pp | 145.39%-156.8pp |
| Employer contribution / active EE | $1,067 | $4,853-78.0% | $4,593-76.8% | $4,194-74.6% |
| Participant deferral / active EE | $1,130 | $8,237-86.3% | $7,906-85.7% | $6,396-82.3% |
| Admin fee / account holder | $2,440 | $14,976-83.7% | $13,708-82.2% | $12,562-80.6% |