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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 | $4,770 | $110,379-95.7% | $102,412-95.3% | $145,884-96.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | -16.87% | 24.84%-41.7pp | 24.94%-41.8pp | 551.85%-568.7pp |
| Employer contribution / active EE | $2,571 | $4,216-39.0% | $3,870-33.6% | $4,662-44.9% |
| Participant deferral / active EE | $1,149 | $5,622-79.6% | $5,060-77.3% | $6,690-82.8% |
| Admin fee / account holder | $1,102 | $9,745-88.7% | $8,388-86.9% | $13,392-91.8% |