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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 | $2,649 | $57,119-95.4% | $85,187-96.9% | $80,935-96.7% |
| Participation rate | 89.7% | 56.4%+33.3pp | 67.5%+22.2pp | 67.7%+22.1pp |
| Annual return | -59.11% | 21.70%-80.8pp | 66.67%-125.8pp | 35.66%-94.8pp |
| Employer contribution / active EE | $1,392 | $1,802-22.7% | $2,732-49.0% | $2,757-49.5% |
| Participant deferral / active EE | $565 | $3,115-81.9% | $4,525-87.5% | $4,299-86.9% |
| Admin fee / account holder | $762 | $4,990-84.7% | $6,162-87.6% | $6,924-89.0% |