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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 | $7,343 | $155,555-95.3% | $146,866-95.0% | $155,188-95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -10.87% | 115.41%-126.3pp | 102.85%-113.7pp | 148.84%-159.7pp |
| Employer contribution / active EE | $3,142 | $4,647-32.4% | $4,425-29.0% | $4,248-26.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $902 | $14,755-93.9% | $13,620-93.4% | $14,480-93.8% |