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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 | $15,037 | $100,811-85.1% | $86,698-82.7% | $134,545-88.8% |
| Participation rate | 86.4% | 79.0%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -20.71% | 29.11%-49.8pp | 35.96%-56.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,281 | $3,490-63.3% | $2,837-54.8% | $4,742-73.0% |
| Participant deferral / active EE | $1,305 | $5,339-75.6% | $4,656-72.0% | $6,401-79.6% |
| Admin fee / account holder | $1,978 | $10,926-81.9% | $7,492-73.6% | $11,431-82.7% |