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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 | $19,818 | $72,269-72.6% | $101,271-80.4% | $79,852-75.2% |
| Participation rate | 82.7% | 68.5%+14.2pp | 75.8%+6.9pp | 69.6%+13.1pp |
| Annual return | -3.57% | 22.29%-25.9pp | 46.48%-50.1pp | 31.72%-35.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $931 | $3,282-71.6% | $4,371-78.7% | $3,740-75.1% |
| Admin fee / account holder | $793 | $4,401-82.0% | $5,948-86.7% | $5,306-85.1% |