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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 | $10,002 | $71,878-86.1% | $86,698-88.5% | $68,486-85.4% |
| Participation rate | 92.1% | 72.2%+19.9pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -19.51% | 3.53%-23.0pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,302 | $2,173-40.1% | $2,837-54.1% | $2,597-49.8% |
| Participant deferral / active EE | $1,058 | $3,779-72.0% | $4,656-77.3% | $4,028-73.7% |
| Admin fee / account holder | $670 | $6,113-89.0% | $7,493-91.1% | $5,404-87.6% |