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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 | $1,857 | $87,546-97.9% | $75,784-97.5% | $125,389-98.5% |
| Participation rate | 93.8% | 80.2%+13.6pp | 75.8%+17.9pp | 83.2%+10.6pp |
| Annual return | -20.55% | 13.49%-34.0pp | 9.68%-30.2pp | 282.24%-302.8pp |
| Employer contribution / active EE | $1,419 | $3,930-63.9% | $3,323-57.3% | $4,866-70.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $508 | $6,503-92.2% | $5,300-90.4% | $9,541-94.7% |