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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 | $13,078 | $201,372-93.5% | $184,260-92.9% | $145,884-91.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | -2.04% | 29.04%-31.1pp | 28.84%-30.9pp | 551.85%-553.9pp |
| Employer contribution / active EE | $2,246 | $7,024-68.0% | $6,427-65.1% | $4,662-51.8% |
| Participant deferral / active EE | $2,821 | $9,808-71.2% | $9,133-69.1% | $6,690-57.8% |
| Admin fee / account holder | $1,539 | $16,362-90.6% | $13,898-88.9% | $13,392-88.5% |