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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 | $22,004 | $86,949-74.7% | $102,460-78.5% | $80,959-72.8% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.0pp |
| Annual return | -12.49% | 18.89%-31.4pp | 29.47%-42.0pp | 35.67%-48.2pp |
| Employer contribution / active EE | $7,091 | $2,370+199.2% | $3,025+134.4% | $2,757+157.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,914 | $8,048-63.8% | $9,460-69.2% | $6,925-57.9% |