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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 | $10,895 | $82,674-86.8% | $125,363-91.3% | $68,495-84.1% |
| Participation rate | 74.4% | 75.0%-0.7pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -20.17% | -5.97%-14.2pp | 572.15%-592.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $906 | $3,382-73.2% | $4,815-81.2% | $2,596-65.1% |
| Participant deferral / active EE | $1,391 | $6,111-77.2% | $7,447-81.3% | $4,028-65.5% |
| Admin fee / account holder | $3,106 | $6,276-50.5% | $10,005-69.0% | $5,403-42.5% |