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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 | $6,038 | $43,344-86.1% | $59,899-89.9% | $64,173-90.6% |
| Participation rate | 90.7% | 69.2%+21.6pp | 74.7%+16.0pp | 69.6%+21.2pp |
| Annual return | -7.79% | -1.55%-6.2pp | 3.46%-11.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $751 | $2,030-63.0% | $2,723-72.4% | $2,381-68.5% |
| Participant deferral / active EE | $224 | $2,547-91.2% | $3,402-93.4% | $3,470-93.6% |
| Admin fee / account holder | $1,358 | $3,008-54.9% | $3,592-62.2% | $4,887-72.2% |