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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 | $7,432 | $167,352-95.6% | $143,788-94.8% | $134,509-94.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -21.24% | 0.47%-21.7pp | -0.03%-21.2pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,263 | $5,620-77.5% | $4,952-74.5% | $4,741-73.4% |
| Participant deferral / active EE | $1,780 | $6,447-72.4% | $5,638-68.4% | $6,400-72.2% |
| Admin fee / account holder | $4,173 | $18,091-76.9% | $14,675-71.6% | $11,427-63.5% |