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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 | $7,018 | $77,638-91.0% | $156,551-95.5% | $62,881-88.8% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.5pp | 69.3%+28.3pp |
| Annual return | -1.13% | 50.33%-51.5pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $1,257 | $3,444-63.5% | $5,501-77.2% | $2,281-44.9% |
| Participant deferral / active EE | $431 | $3,046-85.8% | $4,871-91.1% | $3,203-86.5% |
| Admin fee / account holder | $477 | $5,561-91.4% | $13,028-96.3% | $4,296-88.9% |