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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 | $17,302 | $110,307-84.3% | $96,576-82.1% | $139,456-87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -3.00% | 26.40%-29.4pp | 25.87%-28.9pp | 373.45%-376.4pp |
| Employer contribution / active EE | $2,056 | $3,619-43.2% | $2,965-30.6% | $4,753-56.7% |
| Participant deferral / active EE | $1,161 | $5,547-79.1% | $4,851-76.1% | $6,711-82.7% |
| Admin fee / account holder | $1,055 | $11,597-90.9% | $8,253-87.2% | $11,407-90.8% |