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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 | $7,146 | $112,729-93.7% | $98,716-92.8% | $137,256-94.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | -0.48% | 38.48%-39.0pp | 31.81%-32.3pp | 220.34%-220.8pp |
| Employer contribution / active EE | $1,251 | $2,725-54.1% | $2,279-45.1% | $4,156-69.9% |
| Participant deferral / active EE | $29 | $4,640-99.4% | $4,048-99.3% | $6,407-99.6% |
| Admin fee / account holder | $7,157 | $10,129-29.3% | $8,703-17.8% | $12,270-41.7% |