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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 | $3,850 | $134,001-97.1% | $112,258-96.6% | $134,509-97.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -27.23% | 47.15%-74.4pp | 27.47%-54.7pp | 418.13%-445.4pp |
| Employer contribution / active EE | $853 | $4,039-78.9% | $3,636-76.5% | $4,741-82.0% |
| Participant deferral / active EE | $1,304 | $5,291-75.4% | $4,728-72.4% | $6,400-79.6% |
| Admin fee / account holder | $355 | $7,491-95.3% | $6,411-94.5% | $11,427-96.9% |