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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 | $12,078 | $62,583-80.7% | $76,767-84.3% | $64,173-81.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -8.27% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $995 | $1,832-45.7% | $2,485-60.0% | $2,381-58.2% |
| Participant deferral / active EE | $1,282 | $3,145-59.2% | $3,852-66.7% | $3,470-63.0% |
| Admin fee / account holder | $423 | $4,667-90.9% | $6,675-93.7% | $4,887-91.3% |