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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 | $12,165 | $71,873-83.1% | $86,698-86.0% | $68,490-82.2% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -18.87% | 3.54%-22.4pp | 35.96%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $980 | $2,173-54.9% | $2,837-65.4% | $2,597-62.2% |
| Participant deferral / active EE | $1,412 | $3,779-62.6% | $4,656-69.7% | $4,028-64.9% |
| Admin fee / account holder | $1,237 | $6,110-79.8% | $7,492-83.5% | $5,403-77.1% |