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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 | $14,932 | $78,670-81.0% | $109,173-86.3% | $85,847-82.6% |
| Participation rate | 96.2% | 68.3%+28.0pp | 75.9%+20.3pp | 69.3%+26.9pp |
| Annual return | -2.12% | 25.09%-27.2pp | 25.75%-27.9pp | 318.61%-320.7pp |
| Employer contribution / active EE | $4,135 | $2,734+51.3% | $3,723+11.1% | $2,565+61.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,996 | $5,469-63.5% | $6,755-70.4% | $6,261-68.1% |