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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 | $14,839 | $62,589-76.3% | $76,768-80.7% | $64,173-76.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -9.26% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,439 | $1,832-21.5% | $2,485-42.1% | $2,381-39.6% |
| Participant deferral / active EE | $1,291 | $3,145-59.0% | $3,852-66.5% | $3,470-62.8% |
| Admin fee / account holder | $1,017 | $4,667-78.2% | $6,675-84.8% | $4,887-79.2% |