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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 | $96,731-85.2% | $123,973-88.5% | $86,983-83.6% |
| Participation rate | 92.6% | 70.0%+22.6pp | 76.7%+15.9pp | 69.5%+23.1pp |
| Annual return | -2.02% | 17.33%-19.3pp | 388.13%-390.1pp | 25.83%-27.8pp |
| Employer contribution / active EE | $3,872 | $3,297+17.5% | $4,126-6.1% | $2,584+49.8% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $973 | $8,722-88.8% | $11,799-91.8% | $7,856-87.6% |