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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 | $5,361 | $129,959-95.9% | $104,301-94.9% | $134,532-96.0% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -21.17% | 42.04%-63.2pp | 24.61%-45.8pp | 418.27%-439.4pp |
| Employer contribution / active EE | $731 | $4,185-82.5% | $3,373-78.3% | $4,741-84.6% |
| Participant deferral / active EE | $1,222 | $5,589-78.1% | $4,626-73.6% | $6,401-80.9% |
| Admin fee / account holder | $342 | $9,325-96.3% | $7,340-95.3% | $11,429-97.0% |