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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 | $23,989 | $181,896-86.8% | $156,551-84.7% | $273,972-91.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | -1.40% | 30.74%-32.1pp | 32.23%-33.6pp | 41.46%-42.9pp |
| Employer contribution / active EE | $3,486 | $6,248-44.2% | $5,501-36.6% | $4,869-28.4% |
| Participant deferral / active EE | $585 | $5,550-89.5% | $4,871-88.0% | $5,287-88.9% |
| Admin fee / account holder | $432 | $15,560-97.2% | $13,028-96.7% | $10,133-95.7% |