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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 | $29,362 | $181,896-83.9% | $156,551-81.2% | $273,972-89.3% |
| Participation rate | 78.3% | 88.4%-10.1pp | 84.0%-5.8pp | 83.0%-4.8pp |
| Annual return | -1.62% | 30.74%-32.4pp | 32.23%-33.8pp | 41.46%-43.1pp |
| Employer contribution / active EE | $2,129 | $6,248-65.9% | $5,501-61.3% | $4,869-56.3% |
| Participant deferral / active EE | $1,136 | $5,550-79.5% | $4,871-76.7% | $5,287-78.5% |
| Admin fee / account holder | $1,315 | $15,560-91.6% | $13,028-89.9% | $10,133-87.0% |