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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 | $10,450 | $72,404-85.6% | $110,243-90.5% | $64,173-83.7% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | -9.54% | -6.29%-3.3pp | 314.76%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,154 | $2,282-49.4% | $3,827-69.8% | $2,381-51.5% |
| Participant deferral / active EE | $1,482 | $3,469-57.3% | $4,672-68.3% | $3,470-57.3% |
| Admin fee / account holder | $861 | $5,664-84.8% | $8,548-89.9% | $4,887-82.4% |