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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 | $1,880 | $142,392-98.7% | $119,622-98.4% | $134,532-98.6% |
| Participation rate | 87.0% | 82.8%+4.1pp | 79.3%+7.7pp | 81.2%+5.7pp |
| Annual return | -31.10% | -12.46%-18.6pp | -14.98%-16.1pp | 418.27%-449.4pp |
| Employer contribution / active EE | $1,447 | $5,224-72.3% | $4,232-65.8% | $4,741-69.5% |
| Participant deferral / active EE | $1,851 | $6,467-71.4% | $5,601-67.0% | $6,401-71.1% |
| Admin fee / account holder | $597 | $13,593-95.6% | $10,328-94.2% | $11,429-94.8% |