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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 | $24,530 | $181,896-86.5% | $156,551-84.3% | $273,972-91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.73% | 30.74%-31.5pp | 32.23%-33.0pp | 41.46%-42.2pp |
| Employer contribution / active EE | $2,503 | $6,248-59.9% | $5,501-54.5% | $4,869-48.6% |
| Participant deferral / active EE | $667 | $5,550-88.0% | $4,871-86.3% | $5,287-87.4% |
| Admin fee / account holder | $3,648 | $15,560-76.6% | $13,028-72.0% | $10,133-64.0% |