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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 | $18,204 | $138,075-86.8% | $123,552-85.3% | $135,379-86.6% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -10.93% | 153.70%-164.6pp | 119.20%-130.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,126 | $5,152-78.1% | $4,628-75.7% | $4,779-76.4% |
| Participant deferral / active EE | $1,953 | $6,800-71.3% | $6,426-69.6% | $5,609-65.2% |
| Admin fee / account holder | $942 | $10,917-91.4% | $9,285-89.9% | $10,828-91.3% |