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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 | $2,961 | $52,678-94.4% | $75,784-96.1% | $59,633-95.0% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.8%+12.1pp | 68.7%+19.2pp |
| Annual return | -4.05% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $760 | $2,193-65.3% | $3,323-77.1% | $2,203-65.5% |
| Participant deferral / active EE | $887 | $2,591-65.8% | $3,652-75.7% | $3,192-72.2% |
| Admin fee / account holder | $302 | $3,610-91.6% | $5,300-94.3% | $4,297-93.0% |