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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 | $6,326 | $53,596-88.2% | $90,657-93.0% | $64,173-90.1% |
| Participation rate | 96.4% | 64.5%+31.9pp | 74.0%+22.4pp | 69.6%+26.9pp |
| Annual return | -10.72% | 4.41%-15.1pp | 1.89%-12.6pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $636 | $2,459-74.1% | $3,424-81.4% | $3,470-81.7% |
| Admin fee / account holder | $1,536 | $3,868-60.3% | $4,994-69.2% | $4,887-68.6% |