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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 | $9,233 | $64,719-85.7% | $112,249-91.8% | $68,486-86.5% |
| Participation rate | 90.3% | 67.2%+23.2pp | 75.1%+15.3pp | 67.9%+22.4pp |
| Annual return | -21.72% | -11.40%-10.3pp | 27.48%-49.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $5,754 | $2,747+109.5% | $3,636+58.3% | $2,597+121.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,092 | $5,232-21.8% | $6,412-36.2% | $5,404-24.3% |