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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 | $9,554 | $64,729-85.2% | $112,263-91.5% | $68,490-86.0% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -20.81% | -11.40%-9.4pp | 27.49%-48.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $7,069 | $2,746+157.4% | $3,636+94.4% | $2,597+172.2% |
| Participant deferral / active EE | $154 | $3,566-95.7% | $4,729-96.7% | $4,028-96.2% |
| Admin fee / account holder | $6,376 | $5,222+22.1% | $6,410-0.5% | $5,403+18.0% |