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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 | $7,062 | $90,486-92.2% | $78,676-91.0% | $273,972-97.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | -2.14% | 75.62%-77.8pp | 62.19%-64.3pp | 41.46%-43.6pp |
| Employer contribution / active EE | $1,034 | $3,175-67.4% | $2,850-63.7% | $4,869-78.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,924 | $5,263-44.4% | $4,510-35.2% | $10,133-71.1% |