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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 | $14,290 | $93,345-84.7% | $119,126-88.0% | $87,485-83.7% |
| Participation rate | 92.6% | 68.7%+23.9pp | 75.8%+16.8pp | 68.9%+23.7pp |
| Annual return | -2.02% | 19.08%-21.1pp | 282.11%-284.1pp | 26.06%-28.1pp |
| Employer contribution / active EE | $3,872 | $3,172+22.1% | $4,034-4.0% | $2,596+49.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $973 | $8,039-87.9% | $10,693-90.9% | $7,775-87.5% |