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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 | $49,420 | $254,759-80.6% | $216,567-77.2% | $198,609-75.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 81.6%+1.7pp | 82.4%+1.0pp |
| Annual return | -12.10% | 10.04%-22.1pp | 12.94%-25.0pp | 202.70%-214.8pp |
| Employer contribution / active EE | $2,006 | $6,096-67.1% | $5,216-61.5% | $5,055-60.3% |
| Participant deferral / active EE | $617 | $6,948-91.1% | $6,191-90.0% | $6,977-91.2% |
| Admin fee / account holder | $127,915 | $26,311+386.2% | $21,981+481.9% | $19,030+572.2% |