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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 | $12,500 | $167,362-92.5% | $143,799-91.3% | $134,532-90.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -30.71% | 0.47%-31.2pp | -0.04%-30.7pp | 418.27%-449.0pp |
| Employer contribution / active EE | $5,453 | $5,620-3.0% | $4,952+10.1% | $4,741+15.0% |
| Participant deferral / active EE | $1,682 | $6,447-73.9% | $5,638-70.2% | $6,401-73.7% |
| Admin fee / account holder | $771 | $18,094-95.7% | $14,677-94.7% | $11,429-93.3% |