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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 | $13,810 | $99,345-86.1% | $84,753-83.7% | $273,972-95.0% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | -6.49% | 22.93%-29.4pp | 22.78%-29.3pp | 41.46%-47.9pp |
| Employer contribution / active EE | $909 | $4,214-78.4% | $3,574-74.6% | $4,869-81.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,434 | $6,645-3.2% | $5,333+20.6% | $10,133-36.5% |