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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 | $13,740 | $77,817-82.3% | $123,553-88.9% | $64,173-78.6% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -11.04% | 12.49%-23.5pp | 119.21%-130.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $4,387 | $3,014+45.5% | $4,628-5.2% | $2,381+84.3% |
| Participant deferral / active EE | $312 | $5,240-94.0% | $6,426-95.1% | $3,470-91.0% |
| Admin fee / account holder | $775 | $5,519-86.0% | $9,284-91.7% | $4,887-84.1% |