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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 | $14,451 | $81,870-82.3% | $119,622-87.9% | $68,486-78.9% |
| Participation rate | 70.1% | 71.9%-1.7pp | 79.3%-9.1pp | 67.9%+2.3pp |
| Annual return | -23.05% | -23.82%+0.8pp | -14.98%-8.1pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,054 | $2,692-60.8% | $4,232-75.1% | $2,597-59.4% |
| Participant deferral / active EE | $1,601 | $4,148-61.4% | $5,601-71.4% | $4,028-60.3% |
| Admin fee / account holder | $1,199 | $6,583-81.8% | $10,328-88.4% | $5,404-77.8% |