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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 | $7,998 | $86,949-90.8% | $102,460-92.2% | $80,959-90.1% |
| Participation rate | 95.9% | 72.4%+23.5pp | 76.5%+19.4pp | 67.7%+28.2pp |
| Annual return | -4.89% | 18.89%-23.8pp | 29.47%-34.4pp | 35.67%-40.6pp |
| Employer contribution / active EE | $1,454 | $2,370-38.6% | $3,025-51.9% | $2,757-47.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,129 | $8,048-86.0% | $9,460-88.1% | $6,925-83.7% |