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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 | $21,091 | $71,878-70.7% | $86,698-75.7% | $68,486-69.2% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -30.45% | 3.53%-34.0pp | 35.95%-66.4pp | -7.85%-22.6pp |
| Employer contribution / active EE | $1,247 | $2,173-42.6% | $2,837-56.0% | $2,597-52.0% |
| Participant deferral / active EE | $988 | $3,779-73.9% | $4,656-78.8% | $4,028-75.5% |
| Admin fee / account holder | $1,876 | $6,113-69.3% | $7,493-75.0% | $5,404-65.3% |