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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 | $5,898 | $168,626-96.5% | $133,698-95.6% | $145,897-96.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | -4.73% | 1168.99%-1173.7pp | 580.90%-585.6pp | 552.29%-557.0pp |
| Employer contribution / active EE | $1,503 | $5,290-71.6% | $4,218-64.4% | $4,663-67.8% |
| Participant deferral / active EE | $2,115 | $8,688-75.7% | $7,016-69.8% | $6,689-68.4% |
| Admin fee / account holder | $1,275 | $9,638-86.8% | $6,703-81.0% | $13,390-90.5% |