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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 | $20,225 | $56,197-64.0% | $67,652-70.1% | $59,633-66.1% |
| Participation rate | 98.8% | 71.5%+27.4pp | 75.7%+23.2pp | 68.7%+30.2pp |
| Annual return | -3.21% | 18508.10%-18511.3pp | 6625.40%-6628.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $992 | $1,615-38.6% | $2,266-56.2% | $2,203-55.0% |
| Participant deferral / active EE | $950 | $2,844-66.6% | $3,560-73.3% | $3,192-70.2% |
| Admin fee / account holder | $417 | $3,958-89.5% | $4,821-91.4% | $4,297-90.3% |