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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 | $9,147 | $99,345-90.8% | $84,753-89.2% | $273,972-96.7% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | -3.59% | 22.93%-26.5pp | 22.78%-26.4pp | 41.46%-45.0pp |
| Employer contribution / active EE | $4,084 | $4,214-3.1% | $3,574+14.3% | $4,869-16.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $741 | $6,645-88.8% | $5,333-86.1% | $10,133-92.7% |