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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 | $6,767 | $127,387-94.7% | $115,038-94.1% | $125,389-94.6% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -11.00% | 31.28%-42.3pp | 26.14%-37.1pp | 282.24%-293.2pp |
| Employer contribution / active EE | $3,764 | $5,166-27.1% | $4,608-18.3% | $4,866-22.7% |
| Participant deferral / active EE | $1,080 | $6,423-83.2% | $6,026-82.1% | $5,352-79.8% |
| Admin fee / account holder | $791 | $9,516-91.7% | $8,175-90.3% | $9,541-91.7% |