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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 | $13,686 | $77,817-82.4% | $123,553-88.9% | $64,173-78.7% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -10.83% | 12.49%-23.3pp | 119.21%-130.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,115 | $3,014-63.0% | $4,628-75.9% | $2,381-53.2% |
| Participant deferral / active EE | $1,602 | $5,240-69.4% | $6,426-75.1% | $3,470-53.8% |
| Admin fee / account holder | $817 | $5,519-85.2% | $9,284-91.2% | $4,887-83.3% |