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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 | $21,937 | $69,977-68.7% | $108,582-79.8% | $62,881-65.1% |
| Participation rate | 86.8% | 72.9%+13.9pp | 79.6%+7.3pp | 69.3%+17.5pp |
| Annual return | 3.49% | 10.73%-7.2pp | -51.70%+55.2pp | 20.14%-16.7pp |
| Employer contribution / active EE | $789 | $2,135-63.0% | $3,758-79.0% | $2,281-65.4% |
| Participant deferral / active EE | $570 | $3,165-82.0% | $4,311-86.8% | $3,203-82.2% |
| Admin fee / account holder | $1,709 | $5,076-66.3% | $7,645-77.7% | $4,296-60.2% |