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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 | $11,770 | $53,412-78.0% | $68,509-82.8% | $52,331-77.5% |
| Participation rate | 99.4% | 71.7%+27.7pp | 74.7%+24.7pp | 68.1%+31.3pp |
| Annual return | -3.85% | 3.42%-7.3pp | 8.27%-12.1pp | 4.54%-8.4pp |
| Employer contribution / active EE | $5,990 | $1,607+272.7% | $2,278+163.0% | $1,882+218.3% |
| Participant deferral / active EE | $973 | $2,688-63.8% | $3,382-71.2% | $3,022-67.8% |
| Admin fee / account holder | $651 | $461+41.3% | $5,275-87.7% | $592+10.1% |