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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 | $11,558 | $93,346-87.6% | $71,796-83.9% | $273,972-95.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 83.0%+1.6pp |
| Annual return | -1.20% | 130.39%-131.6pp | 78.04%-79.2pp | 41.46%-42.7pp |
| Employer contribution / active EE | $1,923 | $2,733-29.6% | $1,924-0.1% | $4,869-60.5% |
| Participant deferral / active EE | $716 | $3,475-79.4% | $2,794-74.4% | $5,287-86.5% |
| Admin fee / account holder | $1,686 | $6,571-74.3% | $4,815-65.0% | $10,133-83.4% |