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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 | $12,341 | $77,638-84.1% | $156,551-92.1% | $62,881-80.4% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | -6.12% | 50.33%-56.4pp | 32.23%-38.3pp | 20.14%-26.3pp |
| Employer contribution / active EE | $3,772 | $3,444+9.5% | $5,501-31.4% | $2,281+65.4% |
| Participant deferral / active EE | $678 | $3,046-77.7% | $4,871-86.1% | $3,203-78.8% |
| Admin fee / account holder | $2,382 | $5,561-57.2% | $13,028-81.7% | $4,296-44.5% |