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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 | $22,750 | $81,870-72.2% | $119,608-81.0% | $68,495-66.8% |
| Participation rate | 77.4% | 71.9%+5.5pp | 79.3%-1.8pp | 67.9%+9.5pp |
| Annual return | -21.37% | -23.82%+2.5pp | -14.98%-6.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $813 | $2,692-69.8% | $4,232-80.8% | $2,596-68.7% |
| Participant deferral / active EE | $1,384 | $4,148-66.6% | $5,601-75.3% | $4,028-65.6% |
| Admin fee / account holder | $1,753 | $6,583-73.4% | $10,326-83.0% | $5,403-67.6% |