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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 | $6,252 | $167,353-96.3% | $143,797-95.7% | $134,545-95.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -20.71% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,392 | $5,620-75.2% | $4,952-71.9% | $4,742-70.6% |
| Participant deferral / active EE | $1,592 | $6,447-75.3% | $5,638-71.8% | $6,401-75.1% |
| Admin fee / account holder | $2,286 | $18,096-87.4% | $14,679-84.4% | $11,431-80.0% |