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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 | $15,761 | $165,381-90.5% | $149,730-89.5% | $158,966-90.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | -2.97% | 348.29%-351.3pp | 276.70%-279.7pp | 302.95%-305.9pp |
| Employer contribution / active EE | $1,025 | $5,104-79.9% | $4,645-77.9% | $4,762-78.5% |
| Participant deferral / active EE | $1,282 | $7,182-82.2% | $6,843-81.3% | $5,983-78.6% |
| Admin fee / account holder | $65,121 | $10,809+502.4% | $9,310+599.4% | $11,250+478.9% |