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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 | $19,292 | $77,816-75.2% | $123,552-84.4% | $64,173-69.9% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -10.08% | 12.49%-22.6pp | 119.20%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $4,750 | $3,014+57.6% | $4,628+2.6% | $2,381+99.5% |
| Participant deferral / active EE | $2,099 | $5,240-60.0% | $6,426-67.3% | $3,470-39.5% |
| Admin fee / account holder | $646 | $5,519-88.3% | $9,285-93.0% | $4,887-86.8% |