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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 | $11,490 | $60,349-81.0% | $74,184-84.5% | $62,881-81.7% |
| Participation rate | 97.9% | 72.7%+25.1pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | -3.28% | 21.38%-24.7pp | 17.74%-21.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $1,653 | $1,680-1.6% | $2,370-30.3% | $2,281-27.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,162 | $4,261-72.7% | $5,586-79.2% | $4,296-73.0% |