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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 | $17,359 | $127,387-86.4% | $115,038-84.9% | $125,389-86.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.91% | 31.28%-39.2pp | 26.14%-34.1pp | 282.24%-290.2pp |
| Employer contribution / active EE | $839 | $5,166-83.8% | $4,608-81.8% | $4,866-82.8% |
| Participant deferral / active EE | $1,160 | $6,423-81.9% | $6,026-80.8% | $5,352-78.3% |
| Admin fee / account holder | $672 | $9,516-92.9% | $8,175-91.8% | $9,541-93.0% |