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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 | $7,278 | $75,935-90.4% | $60,547-88.0% | $125,388-94.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 68.0%+15.4pp | 83.2%+0.1pp |
| Annual return | -4.44% | -5.38%+0.9pp | 335.64%-340.1pp | 282.24%-286.7pp |
| Employer contribution / active EE | $5,410 | $3,438+57.4% | $2,419+123.6% | $4,866+11.2% |
| Participant deferral / active EE | $399 | $4,506-91.2% | $3,328-88.0% | $5,352-92.6% |
| Admin fee / account holder | $1,068 | $6,768-84.2% | $4,536-76.5% | $9,541-88.8% |