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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 | $11,225 | $167,533-93.3% | $151,645-92.6% | $134,545-91.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -42.04% | 7.81%-49.9pp | 3.34%-45.4pp | 418.37%-460.4pp |
| Employer contribution / active EE | $2,156 | $6,828-68.4% | $6,165-65.0% | $4,742-54.5% |
| Participant deferral / active EE | $1,808 | $8,985-79.9% | $8,363-78.4% | $6,401-71.8% |
| Admin fee / account holder | $543 | $13,781-96.1% | $11,614-95.3% | $11,431-95.2% |