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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 | $22,853 | $136,307-83.2% | $106,619-78.6% | $273,972-91.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 78.0%+14.3pp | 83.0%+9.3pp |
| Annual return | -3.25% | 11.05%-14.3pp | 9.42%-12.7pp | 41.46%-44.7pp |
| Employer contribution / active EE | $2,174 | $5,190-58.1% | $3,947-44.9% | $4,869-55.4% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,271 | $8,625-15.7% | $6,418+13.3% | $10,133-28.2% |