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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 | $10,688 | $133,981-92.0% | $112,249-90.5% | $134,532-92.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -22.04% | 47.16%-69.2pp | 27.48%-49.5pp | 418.27%-440.3pp |
| Employer contribution / active EE | $832 | $4,040-79.4% | $3,636-77.1% | $4,741-82.5% |
| Participant deferral / active EE | $1,446 | $5,292-72.7% | $4,729-69.4% | $6,401-77.4% |
| Admin fee / account holder | $699 | $7,492-90.7% | $6,412-89.1% | $11,429-93.9% |