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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 | $25,079 | $110,083-77.2% | $151,645-83.5% | $68,490-63.4% |
| Participation rate | 88.1% | 84.0%+4.2pp | 87.5%+0.6pp | 67.9%+20.2pp |
| Annual return | -19.69% | -10.12%-9.6pp | 3.34%-23.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $4,401 | $4,470-1.5% | $6,165-28.6% | $2,597+69.5% |
| Participant deferral / active EE | $1,697 | $6,526-74.0% | $8,363-79.7% | $4,028-57.9% |
| Admin fee / account holder | $3,351 | $7,718-56.6% | $11,614-71.1% | $5,403-38.0% |