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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 | $4,049 | $71,878-94.4% | $86,698-95.3% | $68,486-94.1% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -19.10% | 3.53%-22.6pp | 35.95%-55.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,092 | $2,173-49.7% | $2,837-61.5% | $2,597-57.9% |
| Participant deferral / active EE | $1,486 | $3,779-60.7% | $4,656-68.1% | $4,028-63.1% |
| Admin fee / account holder | $523 | $6,113-91.4% | $7,493-93.0% | $5,404-90.3% |