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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 | $7,565 | $52,306-85.5% | $69,779-89.2% | $62,881-88.0% |
| Participation rate | 98.2% | 67.2%+30.9pp | 71.8%+26.4pp | 69.3%+28.9pp |
| Annual return | -42.24% | 13.35%-55.6pp | 12.99%-55.2pp | 20.14%-62.4pp |
| Employer contribution / active EE | $939 | $1,799-47.8% | $2,338-59.8% | $2,281-58.8% |
| Participant deferral / active EE | $908 | $2,395-62.1% | $2,931-69.0% | $3,203-71.6% |
| Admin fee / account holder | $1,313 | $3,691-64.4% | $4,381-70.0% | $4,296-69.4% |