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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 | $14,347 | $59,813-76.0% | $79,580-82.0% | $68,486-79.1% |
| Participation rate | 73.0% | 61.1%+12.0pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -23.55% | -12.30%-11.3pp | 0.15%-23.7pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,008 | $1,505-33.1% | $2,413-58.2% | $2,597-61.2% |
| Participant deferral / active EE | $827 | $3,024-72.7% | $3,985-79.2% | $4,028-79.5% |
| Admin fee / account holder | $515 | $4,835-89.4% | $6,835-92.5% | $5,404-90.5% |