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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 | $5,079 | $52,678-90.4% | $75,784-93.3% | $59,633-91.5% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.8%-2.7pp | 68.7%+4.4pp |
| Annual return | -8.59% | 2.95%-11.5pp | 9.68%-18.3pp | 2041.40%-2050.0pp |
| Employer contribution / active EE | $882 | $2,193-59.8% | $3,323-73.5% | $2,203-60.0% |
| Participant deferral / active EE | $293 | $2,591-88.7% | $3,652-92.0% | $3,192-90.8% |
| Admin fee / account holder | $826 | $3,610-77.1% | $5,300-84.4% | $4,297-80.8% |