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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 | $8,802 | $90,448-90.3% | $93,786-90.6% | $134,545-93.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -30.16% | -15.71%-14.4pp | -11.32%-18.8pp | 418.37%-448.5pp |
| Employer contribution / active EE | $1,677 | $4,349-61.4% | $4,328-61.2% | $4,742-64.6% |
| Participant deferral / active EE | $2,023 | $5,983-66.2% | $6,100-66.8% | $6,401-68.4% |
| Admin fee / account holder | $837 | $9,232-90.9% | $7,184-88.4% | $11,431-92.7% |