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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 | $13,127 | $167,362-92.2% | $143,799-90.9% | $134,532-90.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.90% | 0.47%-21.4pp | -0.04%-20.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,238 | $5,620-78.0% | $4,952-75.0% | $4,741-73.9% |
| Participant deferral / active EE | $850 | $6,447-86.8% | $5,638-84.9% | $6,401-86.7% |
| Admin fee / account holder | $1,437 | $18,094-92.1% | $14,677-90.2% | $11,429-87.4% |