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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 | $19,131 | $138,075-86.1% | $123,552-84.5% | $135,379-85.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.57% | 153.70%-163.3pp | 119.20%-128.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,046 | $5,152-79.7% | $4,628-77.4% | $4,779-78.1% |
| Participant deferral / active EE | $392 | $6,800-94.2% | $6,426-93.9% | $5,609-93.0% |
| Admin fee / account holder | $571 | $10,917-94.8% | $9,285-93.9% | $10,828-94.7% |