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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 | $7,891 | $69,977-88.7% | $108,582-92.7% | $62,881-87.5% |
| Participation rate | 97.6% | 72.9%+24.7pp | 79.6%+18.0pp | 69.3%+28.3pp |
| Annual return | -61.45% | 10.73%-72.2pp | -51.70%-9.8pp | 20.14%-81.6pp |
| Employer contribution / active EE | $1,580 | $2,135-26.0% | $3,758-58.0% | $2,281-30.7% |
| Participant deferral / active EE | $633 | $3,165-80.0% | $4,311-85.3% | $3,203-80.2% |
| Admin fee / account holder | $1,022 | $5,076-79.9% | $7,645-86.6% | $4,296-76.2% |