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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 | $25,055 | $67,411-62.8% | $91,004-72.5% | $70,126-64.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 2.53% | -40.16%+42.7pp | 4.60%-2.1pp | 73.15%-70.6pp |
| Employer contribution / active EE | $2,625 | $1,786+47.0% | $2,456+6.9% | $2,343+12.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,166 | $4,236-72.5% | $5,417-78.5% | $4,645-74.9% |