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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 | $20,021 | $56,197-64.4% | $67,652-70.4% | $59,633-66.4% |
| Participation rate | 96.7% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | -9.87% | 18508.10%-18518.0pp | 6625.40%-6635.3pp | 2041.45%-2051.3pp |
| Employer contribution / active EE | $1,306 | $1,615-19.1% | $2,266-42.4% | $2,203-40.7% |
| Participant deferral / active EE | $1,162 | $2,844-59.1% | $3,560-67.3% | $3,192-63.6% |
| Admin fee / account holder | $918 | $3,958-76.8% | $4,821-81.0% | $4,297-78.6% |