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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 | $54,044 | $254,759-78.8% | $216,567-75.0% | $198,609-72.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -3.20% | 10.04%-13.2pp | 12.94%-16.1pp | 202.70%-205.9pp |
| Employer contribution / active EE | $1,464 | $6,096-76.0% | $5,216-71.9% | $5,055-71.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $414 | $26,311-98.4% | $21,981-98.1% | $19,030-97.8% |