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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 | $162,136-92.6% | $152,301-92.1% | $154,746-92.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | -4.76% | 91.02%-95.8pp | 80.50%-85.3pp | 172.34%-177.1pp |
| Employer contribution / active EE | $1,437 | $4,890-70.6% | $4,624-68.9% | $4,379-67.2% |
| Participant deferral / active EE | $1,711 | $8,341-79.5% | $8,004-78.6% | $6,730-74.6% |
| Admin fee / account holder | $2,086 | $15,759-86.8% | $14,398-85.5% | $14,365-85.5% |