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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 | $7,338 | $87,132-91.6% | $105,624-93.1% | $80,959-90.9% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.7%+28.5pp |
| Annual return | -45.02% | 17.03%-62.1pp | 116.20%-161.2pp | 35.67%-80.7pp |
| Employer contribution / active EE | $923 | $2,397-61.5% | $3,168-70.9% | $2,757-66.5% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,029 | $8,449-87.8% | $10,961-90.6% | $6,925-85.1% |