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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 | $24,192 | $69,977-65.4% | $108,582-77.7% | $62,881-61.5% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | -6.38% | 10.73%-17.1pp | -51.70%+45.3pp | 20.14%-26.5pp |
| Employer contribution / active EE | $672 | $2,135-68.5% | $3,758-82.1% | $2,281-70.5% |
| Participant deferral / active EE | $1,015 | $3,165-67.9% | $4,311-76.5% | $3,203-68.3% |
| Admin fee / account holder | $3,060 | $5,076-39.7% | $7,645-60.0% | $4,296-28.8% |