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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 | $18,104 | $167,352-89.2% | $143,788-87.4% | $134,509-86.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.41% | 0.47%-21.9pp | -0.03%-21.4pp | 418.13%-439.5pp |
| Employer contribution / active EE | $4,492 | $5,620-20.1% | $4,952-9.3% | $4,741-5.2% |
| Participant deferral / active EE | $1,708 | $6,447-73.5% | $5,638-69.7% | $6,400-73.3% |
| Admin fee / account holder | $1,279 | $18,091-92.9% | $14,675-91.3% | $11,427-88.8% |