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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 | $7,871 | $140,592-94.4% | $123,105-93.6% | $125,389-93.7% |
| Participation rate | 78.6% | 88.2%-9.6pp | 86.8%-8.2pp | 83.2%-4.6pp |
| Annual return | -4.79% | 16.80%-21.6pp | 13.22%-18.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $1,465 | $6,041-75.8% | $5,151-71.6% | $4,866-69.9% |
| Participant deferral / active EE | $1,148 | $6,980-83.6% | $6,229-81.6% | $5,352-78.6% |
| Admin fee / account holder | $2,038 | $11,198-81.8% | $9,014-77.4% | $9,541-78.6% |