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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 | $12,374 | $63,953-80.7% | $54,726-77.4% | $135,380-90.9% |
| Participation rate | 81.3% | 84.9%-3.6pp | 79.1%+2.1pp | 82.6%-1.4pp |
| Annual return | -34.44% | -5.77%-28.7pp | -4.56%-29.9pp | 519.81%-554.2pp |
| Employer contribution / active EE | $1,691 | $4,256-60.3% | $3,449-51.0% | $4,779-64.6% |
| Participant deferral / active EE | $1,080 | $4,810-77.5% | $3,953-72.7% | $5,609-80.7% |
| Admin fee / account holder | $4,356 | $4,567-4.6% | $3,818+14.1% | $10,828-59.8% |