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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 | $3,064 | $181,062-98.3% | $158,223-98.1% | $155,188-98.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | -26.39% | 57.39%-83.8pp | 52.09%-78.5pp | 148.84%-175.2pp |
| Employer contribution / active EE | $987 | $4,565-78.4% | $4,109-76.0% | $4,248-76.8% |
| Participant deferral / active EE | $1,160 | $6,134-81.1% | $5,467-78.8% | $6,531-82.2% |
| Admin fee / account holder | $1,928 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |