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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 | $17,736 | $48,364-63.3% | $71,796-75.3% | $62,881-71.8% |
| Participation rate | 98.4% | 60.6%+37.7pp | 69.1%+29.2pp | 69.3%+29.1pp |
| Annual return | -3.78% | 13.16%-16.9pp | 78.04%-81.8pp | 20.14%-23.9pp |
| Employer contribution / active EE | $1,673 | $1,042+60.5% | $1,924-13.1% | $2,281-26.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,103 | $3,771-70.7% | $4,815-77.1% | $4,296-74.3% |