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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 | $19,847 | $67,411-70.6% | $91,004-78.2% | $70,124-71.7% |
| Participation rate | 95.0% | 71.4%+23.6pp | 75.6%+19.4pp | 69.5%+25.5pp |
| Annual return | 7.69% | -40.16%+47.9pp | 4.60%+3.1pp | 73.14%-65.5pp |
| Employer contribution / active EE | $815 | $1,786-54.4% | $2,456-66.8% | $2,342-65.2% |
| Participant deferral / active EE | $553 | $2,823-80.4% | $3,548-84.4% | $3,332-83.4% |
| Admin fee / account holder | $4,559 | $4,236+7.6% | $5,417-15.9% | $4,645-1.9% |