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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 | $11,095 | $98,776-88.8% | $149,745-92.6% | $79,856-86.1% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | -6.38% | 27.38%-33.8pp | 276.72%-283.1pp | 31.71%-38.1pp |
| Employer contribution / active EE | $1,205 | $3,217-62.5% | $4,646-74.1% | $2,471-51.2% |
| Participant deferral / active EE | $1,519 | $5,681-73.3% | $6,843-77.8% | $3,741-59.4% |
| Admin fee / account holder | $1,119 | $6,053-81.5% | $9,312-88.0% | $5,306-78.9% |