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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 | $7,249 | $180,466-96.0% | $154,114-95.3% | $135,382-94.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -11.23% | 888.15%-899.4pp | 735.16%-746.4pp | 519.77%-531.0pp |
| Employer contribution / active EE | $1,267 | $6,035-79.0% | $5,298-76.1% | $4,779-73.5% |
| Participant deferral / active EE | $1,567 | $5,806-73.0% | $5,081-69.2% | $5,609-72.1% |
| Admin fee / account holder | $574 | $16,144-96.4% | $13,411-95.7% | $10,829-94.7% |