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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 | $1,634 | $56,894-97.1% | $84,753-98.1% | $62,881-97.4% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | -8.64% | 6.30%-14.9pp | 22.78%-31.4pp | 20.14%-28.8pp |
| Employer contribution / active EE | $2,164 | $2,400-9.8% | $3,574-39.4% | $2,281-5.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,764 | $3,581-50.7% | $5,333-66.9% | $4,296-58.9% |