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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 | $20,988 | $135,956-84.6% | $123,894-83.1% | $273,972-92.3% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 0.59% | 56.63%-56.0pp | 47.52%-46.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $3,620 | $5,170-30.0% | $4,617-21.6% | $4,869-25.7% |
| Participant deferral / active EE | $480 | $6,343-92.4% | $5,984-92.0% | $5,287-90.9% |
| Admin fee / account holder | $2,251 | $9,817-77.1% | $8,357-73.1% | $10,133-77.8% |