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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 | $11,267 | $57,352-80.4% | $83,831-86.6% | $64,173-82.4% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -10.02% | 11.38%-21.4pp | 850.99%-861.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,621 | $2,546+3.0% | $3,631-27.8% | $2,381+10.1% |
| Participant deferral / active EE | $83 | $2,993-97.2% | $4,082-98.0% | $3,470-97.6% |
| Admin fee / account holder | $2,388 | $4,046-41.0% | $5,479-56.4% | $4,887-51.1% |