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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 | $5,724 | $72,177-92.1% | $115,037-95.0% | $59,633-90.4% |
| Participation rate | 78.3% | 72.6%+5.7pp | 81.4%-3.1pp | 68.7%+9.6pp |
| Annual return | -8.13% | 12.02%-20.1pp | 26.14%-34.3pp | 2041.40%-2049.5pp |
| Employer contribution / active EE | $834 | $2,841-70.7% | $4,608-81.9% | $2,203-62.2% |
| Participant deferral / active EE | $1,945 | $4,783-59.3% | $6,026-67.7% | $3,192-39.0% |
| Admin fee / account holder | $771 | $4,927-84.3% | $8,175-90.6% | $4,297-82.0% |