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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 | $34,488 | $138,385-75.1% | $184,243-81.3% | $80,925-57.4% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.7%+30.8pp |
| Annual return | -13.00% | 20.02%-33.0pp | 28.82%-41.8pp | 35.65%-48.7pp |
| Employer contribution / active EE | $2,031 | $4,851-58.1% | $6,427-68.4% | $2,756-26.3% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,806 | $10,489-82.8% | $13,914-87.0% | $6,940-74.0% |