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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 | $11,402 | $100,811-88.7% | $86,698-86.8% | $134,545-91.5% |
| Participation rate | 76.2% | 79.0%-2.8pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -23.43% | 29.11%-52.5pp | 35.96%-59.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,375 | $3,490-60.6% | $2,837-51.5% | $4,742-71.0% |
| Participant deferral / active EE | $1,555 | $5,339-70.9% | $4,656-66.6% | $6,401-75.7% |
| Admin fee / account holder | $440 | $10,926-96.0% | $7,492-94.1% | $11,431-96.2% |