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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 | $14,128 | $153,769-90.8% | $133,975-89.5% | $273,972-94.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -10.25% | 36.51%-46.8pp | 29.29%-39.5pp | 41.46%-51.7pp |
| Employer contribution / active EE | $2,447 | $6,029-59.4% | $5,211-53.0% | $4,869-49.7% |
| Participant deferral / active EE | $1,020 | $6,958-85.3% | $6,282-83.8% | $5,287-80.7% |
| Admin fee / account holder | $1,652 | $11,765-86.0% | $9,324-82.3% | $10,133-83.7% |