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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 | $13,098 | $72,269-81.9% | $101,271-87.1% | $79,852-83.6% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | -5.37% | 22.29%-27.7pp | 46.48%-51.8pp | 31.72%-37.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $936 | $3,282-71.5% | $4,371-78.6% | $3,740-75.0% |
| Admin fee / account holder | $322 | $4,401-92.7% | $5,948-94.6% | $5,306-93.9% |