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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 | $28,516 | $181,896-84.3% | $156,551-81.8% | $273,972-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.76% | 30.74%-35.5pp | 32.23%-37.0pp | 41.46%-46.2pp |
| Employer contribution / active EE | $3,310 | $6,248-47.0% | $5,501-39.8% | $4,869-32.0% |
| Participant deferral / active EE | $118 | $5,550-97.9% | $4,871-97.6% | $5,287-97.8% |
| Admin fee / account holder | $357 | $15,560-97.7% | $13,028-97.3% | $10,133-96.5% |