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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 | $8,891 | $89,364-90.1% | $141,177-93.7% | $72,983-87.8% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.2pp | 69.5%+14.1pp |
| Annual return | -77.22% | 111.86%-189.1pp | 71.40%-148.6pp | 81.01%-158.2pp |
| Employer contribution / active EE | $1,278 | $3,115-59.0% | $4,736-73.0% | $2,440-47.6% |
| Participant deferral / active EE | $2,004 | $5,419-63.0% | $6,710-70.1% | $3,608-44.4% |
| Admin fee / account holder | $2,306 | $5,959-61.3% | $10,263-77.5% | $5,124-55.0% |