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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 | $18,347 | $113,941-83.9% | $94,229-80.5% | $125,389-85.4% |
| Participation rate | 86.7% | 82.9%+3.8pp | 78.8%+7.9pp | 83.2%+3.5pp |
| Annual return | -5.99% | 5.29%-11.3pp | 10.68%-16.7pp | 282.24%-288.2pp |
| Employer contribution / active EE | $951 | $4,727-79.9% | $3,587-73.5% | $4,866-80.5% |
| Participant deferral / active EE | $1,116 | $5,179-78.4% | $4,320-74.2% | $5,352-79.1% |
| Admin fee / account holder | $317 | $8,392-96.2% | $6,269-94.9% | $9,541-96.7% |