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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 | $8,414 | $42,383-80.1% | $76,518-89.0% | $64,173-86.9% |
| Participation rate | 93.0% | 58.1%+34.8pp | 68.0%+25.0pp | 69.6%+23.4pp |
| Annual return | -9.81% | -16.54%+6.7pp | -0.27%-9.5pp | 7.63%-17.4pp |
| Employer contribution / active EE | $4,444 | $1,563+184.3% | $2,647+67.9% | $2,381+86.6% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,899 | $3,198-40.6% | $4,849-60.8% | $4,887-61.2% |