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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 | $4,730 | $50,464-90.6% | $75,784-93.8% | $52,331-91.0% |
| Participation rate | 77.6% | 66.8%+10.8pp | 75.8%+1.7pp | 68.1%+9.5pp |
| Annual return | -9.43% | 1.03%-10.5pp | 9.68%-19.1pp | 4.54%-14.0pp |
| Employer contribution / active EE | $725 | $1,988-63.5% | $3,323-78.2% | $1,882-61.5% |
| Participant deferral / active EE | $372 | $2,570-85.5% | $3,652-89.8% | $3,022-87.7% |
| Admin fee / account holder | $484 | $1,103-56.1% | $5,300-90.9% | $592-18.2% |