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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 | $6,171 | $167,522-96.3% | $151,639-95.9% | $134,532-95.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.48% | 7.81%-29.3pp | 3.34%-24.8pp | 418.27%-439.7pp |
| Employer contribution / active EE | $4,565 | $6,828-33.1% | $6,165-26.0% | $4,741-3.7% |
| Participant deferral / active EE | $1,535 | $8,986-82.9% | $8,363-81.6% | $6,401-76.0% |
| Admin fee / account holder | $486 | $13,780-96.5% | $11,613-95.8% | $11,429-95.8% |