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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 | $3,361 | $174,379-98.1% | $152,093-97.8% | $138,895-97.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | -11.70% | 74.86%-86.6pp | 66.36%-78.1pp | 145.39%-157.1pp |
| Employer contribution / active EE | $986 | $4,652-78.8% | $4,175-76.4% | $4,194-76.5% |
| Participant deferral / active EE | $1,142 | $6,159-81.5% | $5,451-79.1% | $6,396-82.1% |
| Admin fee / account holder | $1,995 | $16,880-88.2% | $14,497-86.2% | $12,562-84.1% |