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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 | $16,226 | $72,404-77.6% | $110,243-85.3% | $64,173-74.7% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | -8.78% | -6.29%-2.5pp | 314.76%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,090 | $2,282-52.2% | $3,827-71.5% | $2,381-54.2% |
| Participant deferral / active EE | $652 | $3,469-81.2% | $4,672-86.0% | $3,470-81.2% |
| Admin fee / account holder | $2,179 | $5,664-61.5% | $8,548-74.5% | $4,887-55.4% |