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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 | $10,189 | $77,638-86.9% | $156,551-93.5% | $62,881-83.8% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | -9.85% | 50.33%-60.2pp | 32.23%-42.1pp | 20.14%-30.0pp |
| Employer contribution / active EE | $1,190 | $3,444-65.4% | $5,501-78.4% | $2,281-47.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,405 | $5,561-74.7% | $13,028-89.2% | $4,296-67.3% |