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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 | $14,300 | $110,083-87.0% | $151,639-90.6% | $68,486-79.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 87.5%-17.5pp | 67.9%+2.1pp |
| Annual return | -19.51% | -10.12%-9.4pp | 3.34%-22.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,622 | $4,470-63.7% | $6,165-73.7% | $2,597-37.5% |
| Participant deferral / active EE | $2,367 | $6,526-63.7% | $8,363-71.7% | $4,028-41.2% |
| Admin fee / account holder | $344 | $7,718-95.5% | $11,613-97.0% | $5,404-93.6% |