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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 | $5,126 | $52,678-90.3% | $75,784-93.2% | $59,633-91.4% |
| Participation rate | 77.3% | 67.2%+10.0pp | 75.8%+1.5pp | 68.7%+8.6pp |
| Annual return | -7.76% | 2.95%-10.7pp | 9.68%-17.4pp | 2041.45%-2049.2pp |
| Employer contribution / active EE | $2,715 | $2,193+23.8% | $3,323-18.3% | $2,203+23.3% |
| Participant deferral / active EE | $752 | $2,591-71.0% | $3,652-79.4% | $3,192-76.4% |
| Admin fee / account holder | $735 | $3,610-79.7% | $5,300-86.1% | $4,297-82.9% |