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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 | $8,514 | $153,769-94.5% | $133,975-93.6% | $273,972-96.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.37% | 36.51%-38.9pp | 29.29%-31.7pp | 41.46%-43.8pp |
| Employer contribution / active EE | $4,532 | $6,029-24.8% | $5,211-13.0% | $4,869-6.9% |
| Participant deferral / active EE | $1,225 | $6,958-82.4% | $6,282-80.5% | $5,287-76.8% |
| Admin fee / account holder | $19,314 | $11,765+64.2% | $9,324+107.1% | $10,133+90.6% |