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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 | $19,444 | $71,878-72.9% | $86,698-77.6% | $68,486-71.6% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -19.21% | 3.53%-22.7pp | 35.95%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $801 | $2,173-63.1% | $2,837-71.8% | $2,597-69.2% |
| Participant deferral / active EE | $920 | $3,779-75.7% | $4,656-80.2% | $4,028-77.2% |
| Admin fee / account holder | $1,468 | $6,113-76.0% | $7,493-80.4% | $5,404-72.8% |