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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 | $6,727 | $82,674-91.9% | $125,363-94.6% | $68,495-90.2% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -27.34% | -5.97%-21.4pp | 572.15%-599.5pp | -7.84%-19.5pp |
| Employer contribution / active EE | $1,514 | $3,382-55.2% | $4,815-68.5% | $2,596-41.7% |
| Participant deferral / active EE | $2,325 | $6,111-61.9% | $7,447-68.8% | $4,028-42.3% |
| Admin fee / account holder | $504 | $6,276-92.0% | $10,005-95.0% | $5,403-90.7% |