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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 | $19,727 | $127,386-84.5% | $115,037-82.9% | $125,393-84.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -3.47% | 31.28%-34.8pp | 26.14%-29.6pp | 282.23%-285.7pp |
| Employer contribution / active EE | $3,047 | $5,166-41.0% | $4,608-33.9% | $4,866-37.4% |
| Participant deferral / active EE | $1,391 | $6,423-78.3% | $6,026-76.9% | $5,351-74.0% |
| Admin fee / account holder | $910 | $9,516-90.4% | $8,175-88.9% | $9,541-90.5% |