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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 | $20,142 | $110,083-81.7% | $151,639-86.7% | $68,486-70.6% |
| Participation rate | 76.6% | 84.0%-7.4pp | 87.5%-10.9pp | 67.9%+8.7pp |
| Annual return | -19.42% | -10.12%-9.3pp | 3.34%-22.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,634 | $4,470-63.5% | $6,165-73.5% | $2,597-37.1% |
| Participant deferral / active EE | $2,678 | $6,526-59.0% | $8,363-68.0% | $4,028-33.5% |
| Admin fee / account holder | $1,780 | $7,718-76.9% | $11,613-84.7% | $5,404-67.1% |