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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 | $19,973 | $67,411-70.4% | $91,004-78.1% | $70,126-71.5% |
| Participation rate | 73.5% | 71.4%+2.1pp | 75.6%-2.1pp | 69.5%+3.9pp |
| Annual return | 7.70% | -40.16%+47.9pp | 4.60%+3.1pp | 73.15%-65.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $387 | $2,823-86.3% | $3,548-89.1% | $3,332-88.4% |
| Admin fee / account holder | $848 | $4,236-80.0% | $5,417-84.4% | $4,645-81.8% |