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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 | $4,848 | $81,276-94.0% | $155,574-96.9% | $80,925-94.0% |
| Participation rate | 73.2% | 66.2%+7.0pp | 78.2%-5.0pp | 67.7%+5.6pp |
| Annual return | -0.09% | 33.36%-33.4pp | 64.87%-65.0pp | 35.65%-35.7pp |
| Employer contribution / active EE | $1,194 | $3,103-61.5% | $4,676-74.5% | $2,756-56.7% |
| Participant deferral / active EE | $320 | $3,453-90.7% | $5,629-94.3% | $4,299-92.6% |
| Admin fee / account holder | $567 | $7,993-92.9% | $15,914-96.4% | $6,940-91.8% |