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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 | $13,671 | $80,992-83.1% | $96,534-85.8% | $75,173-81.8% |
| Participation rate | 94.3% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.1pp |
| Annual return | -0.92% | 27.05%-28.0pp | 25.88%-26.8pp | 160.72%-161.6pp |
| Employer contribution / active EE | $818 | $2,283-64.2% | $2,965-72.4% | $2,671-69.4% |
| Participant deferral / active EE | $1,091 | $3,929-72.2% | $4,851-77.5% | $4,126-73.6% |
| Admin fee / account holder | $2,067 | $6,717-69.2% | $8,253-75.0% | $5,651-63.4% |