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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 | $10,165 | $167,362-93.9% | $143,799-92.9% | $134,532-92.4% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -23.68% | 0.47%-24.2pp | -0.04%-23.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $3,235 | $5,620-42.4% | $4,952-34.7% | $4,741-31.8% |
| Participant deferral / active EE | $1,728 | $6,447-73.2% | $5,638-69.4% | $6,401-73.0% |
| Admin fee / account holder | $1,336 | $18,094-92.6% | $14,677-90.9% | $11,429-88.3% |