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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 | $5,274 | $83,908-93.7% | $68,509-92.3% | $125,389-95.8% |
| Participation rate | 94.7% | 78.2%+16.6pp | 74.7%+20.0pp | 83.2%+11.5pp |
| Annual return | -3.44% | 14.48%-17.9pp | 8.27%-11.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,221 | $3,031-59.7% | $2,278-46.4% | $4,866-74.9% |
| Participant deferral / active EE | $759 | $4,125-81.6% | $3,382-77.6% | $5,352-85.8% |
| Admin fee / account holder | $455 | $8,982-94.9% | $5,275-91.4% | $9,541-95.2% |