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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 | $18,434 | $167,362-89.0% | $143,799-87.2% | $134,532-86.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -20.68% | 0.47%-21.2pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $4,355 | $5,620-22.5% | $4,952-12.1% | $4,741-8.1% |
| Participant deferral / active EE | $1,974 | $6,447-69.4% | $5,638-65.0% | $6,401-69.2% |
| Admin fee / account holder | $1,809 | $18,094-90.0% | $14,677-87.7% | $11,429-84.2% |