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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 | $12,193 | $110,083-88.9% | $151,639-92.0% | $68,486-82.2% |
| Participation rate | 71.9% | 84.0%-12.0pp | 87.5%-15.6pp | 67.9%+4.0pp |
| Annual return | -21.66% | -10.12%-11.5pp | 3.34%-25.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $2,311 | $4,470-48.3% | $6,165-62.5% | $2,597-11.0% |
| Participant deferral / active EE | $2,091 | $6,526-68.0% | $8,363-75.0% | $4,028-48.1% |
| Admin fee / account holder | $1,470 | $7,718-81.0% | $11,613-87.3% | $5,404-72.8% |