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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 | $8,848 | $87,546-89.9% | $75,784-88.3% | $125,389-92.9% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -8.72% | 13.49%-22.2pp | 9.68%-18.4pp | 282.24%-291.0pp |
| Employer contribution / active EE | $786 | $3,930-80.0% | $3,323-76.4% | $4,866-83.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,005 | $6,503-84.5% | $5,300-81.0% | $9,541-89.5% |