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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 | $23,949 | $181,896-86.8% | $156,551-84.7% | $273,972-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.36% | 30.74%-33.1pp | 32.23%-34.6pp | 41.46%-43.8pp |
| Employer contribution / active EE | $3,925 | $6,248-37.2% | $5,501-28.7% | $4,869-19.4% |
| Participant deferral / active EE | $1,590 | $5,550-71.3% | $4,871-67.4% | $5,287-69.9% |
| Admin fee / account holder | $82,736 | $15,560+431.7% | $13,028+535.1% | $10,133+716.5% |