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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 | $6,911 | $54,757-87.4% | $90,300-92.3% | $72,983-90.5% |
| Participation rate | 97.3% | 65.1%+32.2pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | -13.36% | 30.63%-44.0pp | 78.11%-91.5pp | 81.01%-94.4pp |
| Employer contribution / active EE | $1,149 | $2,092-45.1% | $2,854-59.7% | $2,440-52.9% |
| Participant deferral / active EE | $459 | $2,887-84.1% | $3,884-88.2% | $3,608-87.3% |
| Admin fee / account holder | $984 | $3,972-75.2% | $5,353-81.6% | $5,124-80.8% |