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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 | $11,809 | $100,805-88.3% | $86,698-86.4% | $134,532-91.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 76.6%+12.9pp | 81.2%+8.2pp |
| Annual return | -21.14% | 29.09%-50.2pp | 35.95%-57.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $992 | $3,490-71.6% | $2,837-65.0% | $4,741-79.1% |
| Participant deferral / active EE | $1,707 | $5,339-68.0% | $4,656-63.3% | $6,401-73.3% |
| Admin fee / account holder | $1,526 | $10,925-86.0% | $7,493-79.6% | $11,429-86.6% |