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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 | $14,290 | $105,284-86.4% | $150,734-90.5% | $94,015-84.8% |
| Participation rate | 92.6% | 71.7%+20.9pp | 78.4%+14.2pp | 70.8%+21.8pp |
| Annual return | -2.02% | 15.67%-17.7pp | 600.81%-602.8pp | 17.84%-19.9pp |
| Employer contribution / active EE | $3,872 | $3,599+7.6% | $4,918-21.3% | $2,790+38.8% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $973 | $9,839-90.1% | $14,905-93.5% | $8,951-89.1% |