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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 | $12,025 | $196,972-93.9% | $182,262-93.4% | $198,609-93.9% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | -4.76% | 158.27%-163.0pp | 140.60%-145.4pp | 202.70%-207.5pp |
| Employer contribution / active EE | $1,437 | $5,364-73.2% | $5,046-71.5% | $5,055-71.6% |
| Participant deferral / active EE | $1,711 | $8,643-80.2% | $8,276-79.3% | $6,977-75.5% |
| Admin fee / account holder | $2,086 | $18,429-88.7% | $16,712-87.5% | $19,030-89.0% |