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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 | $8,557 | $77,817-89.0% | $123,553-93.1% | $64,173-86.7% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -9.16% | 12.49%-21.6pp | 119.21%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $714 | $3,014-76.3% | $4,628-84.6% | $2,381-70.0% |
| Participant deferral / active EE | $1,705 | $5,240-67.5% | $6,426-73.5% | $3,470-50.9% |
| Admin fee / account holder | $995 | $5,519-82.0% | $9,284-89.3% | $4,887-79.6% |