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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 | $18,198 | $72,177-74.8% | $115,038-84.2% | $59,633-69.5% |
| Participation rate | 96.6% | 72.6%+24.0pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | -2.43% | 12.02%-14.4pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,213 | $2,841-57.3% | $4,608-73.7% | $2,203-44.9% |
| Participant deferral / active EE | $1,371 | $4,783-71.3% | $6,026-77.3% | $3,192-57.0% |
| Admin fee / account holder | $728 | $4,927-85.2% | $8,175-91.1% | $4,297-83.1% |