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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 | $5,521 | $167,362-96.7% | $143,799-96.2% | $134,532-95.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.34% | 0.47%-21.8pp | -0.04%-21.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,152 | $5,620-79.5% | $4,952-76.7% | $4,741-75.7% |
| Participant deferral / active EE | $1,439 | $6,447-77.7% | $5,638-74.5% | $6,401-77.5% |
| Admin fee / account holder | $552 | $18,094-96.9% | $14,677-96.2% | $11,429-95.2% |