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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 | $10,878 | $67,411-83.9% | $91,004-88.0% | $70,126-84.5% |
| Participation rate | 85.1% | 71.4%+13.7pp | 75.6%+9.5pp | 69.5%+15.6pp |
| Annual return | 11.58% | -40.16%+51.7pp | 4.60%+7.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $795 | $1,786-55.5% | $2,456-67.6% | $2,343-66.1% |
| Participant deferral / active EE | $232 | $2,823-91.8% | $3,548-93.5% | $3,332-93.0% |
| Admin fee / account holder | $2,744 | $4,236-35.2% | $5,417-49.3% | $4,645-40.9% |