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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 | $21,993 | $61,660-64.3% | $80,022-72.5% | $64,173-65.7% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.8%+21.9pp | 69.6%+28.2pp |
| Annual return | -9.65% | -0.33%-9.3pp | 11.22%-20.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,045 | $1,810+13.0% | $2,468-17.1% | $2,381-14.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,207 | $5,417-77.7% | $6,521-81.5% | $4,887-75.3% |