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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 | $11,935 | $64,729-81.6% | $112,263-89.4% | $68,490-82.6% |
| Participation rate | 80.5% | 67.2%+13.3pp | 75.1%+5.4pp | 67.9%+12.6pp |
| Annual return | -24.97% | -11.40%-13.6pp | 27.49%-52.5pp | -7.85%-17.1pp |
| Employer contribution / active EE | $940 | $2,746-65.8% | $3,636-74.1% | $2,597-63.8% |
| Participant deferral / active EE | $628 | $3,566-82.4% | $4,729-86.7% | $4,028-84.4% |
| Admin fee / account holder | $2,249 | $5,222-56.9% | $6,410-64.9% | $5,403-58.4% |