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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 | $19,516 | $135,956-85.6% | $123,894-84.2% | $273,972-92.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | -3.03% | 56.63%-59.7pp | 47.52%-50.6pp | 41.46%-44.5pp |
| Employer contribution / active EE | $1,744 | $5,170-66.3% | $4,617-62.2% | $4,869-64.2% |
| Participant deferral / active EE | $680 | $6,343-89.3% | $5,984-88.6% | $5,287-87.1% |
| Admin fee / account holder | $5,836 | $9,817-40.6% | $8,357-30.2% | $10,133-42.4% |