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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 | $6,337 | $81,870-92.3% | $119,622-94.7% | $68,486-90.7% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -25.34% | -23.82%-1.5pp | -14.98%-10.4pp | -7.85%-17.5pp |
| Employer contribution / active EE | $1,902 | $2,692-29.3% | $4,232-55.1% | $2,597-26.8% |
| Participant deferral / active EE | $1,764 | $4,148-57.5% | $5,601-68.5% | $4,028-56.2% |
| Admin fee / account holder | $351 | $6,583-94.7% | $10,328-96.6% | $5,404-93.5% |