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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 | $3,404 | $81,870-95.8% | $119,622-97.2% | $68,486-95.0% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -19.26% | -23.82%+4.6pp | -14.98%-4.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,705 | $4,148-58.9% | $5,601-69.5% | $4,028-57.7% |
| Admin fee / account holder | $390 | $6,583-94.1% | $10,328-96.2% | $5,404-92.8% |