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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 | $8,290 | $100,805-91.8% | $86,698-90.4% | $134,532-93.8% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -20.39% | 29.09%-49.5pp | 35.95%-56.3pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,235 | $3,490-64.6% | $2,837-56.5% | $4,741-74.0% |
| Participant deferral / active EE | $703 | $5,339-86.8% | $4,656-84.9% | $6,401-89.0% |
| Admin fee / account holder | $3,445 | $10,925-68.5% | $7,493-54.0% | $11,429-69.9% |