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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 | $19,480 | $67,411-71.1% | $91,004-78.6% | $70,126-72.2% |
| Participation rate | 81.6% | 71.4%+10.3pp | 75.6%+6.0pp | 69.5%+12.1pp |
| Annual return | 9.94% | -40.16%+50.1pp | 4.60%+5.3pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,397 | $1,786-21.8% | $2,456-43.1% | $2,343-40.3% |
| Participant deferral / active EE | $1,127 | $2,823-60.1% | $3,548-68.2% | $3,332-66.2% |
| Admin fee / account holder | $687 | $4,236-83.8% | $5,417-87.3% | $4,645-85.2% |