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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 | $9,942 | $61,390-83.8% | $112,228-91.1% | $75,177-86.8% |
| Participation rate | 97.3% | 61.6%+35.7pp | 72.4%+24.9pp | 67.2%+30.1pp |
| Annual return | -7.99% | 28.47%-36.5pp | 30.23%-38.2pp | 160.75%-168.7pp |
| Employer contribution / active EE | $1,459 | $2,015-27.6% | $3,432-57.5% | $2,671-45.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $986 | $4,862-79.7% | $7,752-87.3% | $5,651-82.6% |