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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 | $10,698 | $67,411-84.1% | $91,004-88.2% | $70,124-84.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.38% | -40.16%+50.5pp | 4.60%+5.8pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,777 | $1,786-0.5% | $2,456-27.6% | $2,342-24.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,915 | $4,236+63.2% | $5,417+27.6% | $4,645+48.9% |