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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 | $20,435 | $69,977-70.8% | $108,582-81.2% | $62,881-67.5% |
| Participation rate | 95.2% | 72.9%+22.3pp | 79.6%+15.7pp | 69.3%+25.9pp |
| Annual return | -1.15% | 10.73%-11.9pp | -51.70%+50.5pp | 20.14%-21.3pp |
| Employer contribution / active EE | $4,762 | $2,135+123.0% | $3,758+26.7% | $2,281+108.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,448 | $5,076-51.8% | $7,645-68.0% | $4,296-43.0% |