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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 | $23,556 | $67,411-65.1% | $91,004-74.1% | $70,126-66.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 5.91% | -40.16%+46.1pp | 4.60%+1.3pp | 73.15%-67.2pp |
| Employer contribution / active EE | $1,584 | $1,786-11.3% | $2,456-35.5% | $2,343-32.4% |
| Participant deferral / active EE | $890 | $2,823-68.5% | $3,548-74.9% | $3,332-73.3% |
| Admin fee / account holder | $3,047 | $4,236-28.1% | $5,417-43.8% | $4,645-34.4% |