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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 | $6,691 | $73,863-90.9% | $143,797-95.3% | $68,490-90.2% |
| Participation rate | 73.8% | 66.7%+7.1pp | 80.3%-6.5pp | 67.9%+5.9pp |
| Annual return | -25.29% | 0.91%-26.2pp | -0.04%-25.3pp | -7.85%-17.4pp |
| Employer contribution / active EE | $830 | $3,185-73.9% | $4,952-83.2% | $2,597-68.0% |
| Participant deferral / active EE | $377 | $3,385-88.9% | $5,638-93.3% | $4,028-90.6% |
| Admin fee / account holder | $866 | $5,756-84.9% | $14,679-94.1% | $5,403-84.0% |