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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 | $35,608 | $125,797-71.7% | $170,043-79.1% | $75,173-52.6% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 0.04% | 27.20%-27.2pp | 53.40%-53.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $3,400 | $4,616-26.3% | $6,790-49.9% | $2,671+27.3% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,516 | $8,177+65.3% | $12,824+5.4% | $5,651+139.2% |