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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 | $12,618 | $167,522-92.5% | $151,639-91.7% | $134,532-90.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -62.74% | 7.81%-70.5pp | 3.34%-66.1pp | 418.27%-481.0pp |
| Employer contribution / active EE | $1,860 | $6,828-72.8% | $6,165-69.8% | $4,741-60.8% |
| Participant deferral / active EE | $2,251 | $8,986-75.0% | $8,363-73.1% | $6,401-64.8% |
| Admin fee / account holder | $10,445 | $13,780-24.2% | $11,613-10.1% | $11,429-8.6% |