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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 | $6,324 | $64,719-90.2% | $112,249-94.4% | $68,486-90.8% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -20.01% | -11.40%-8.6pp | 27.48%-47.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,382 | $2,747-49.7% | $3,636-62.0% | $2,597-46.8% |
| Participant deferral / active EE | $817 | $3,565-77.1% | $4,729-82.7% | $4,028-79.7% |
| Admin fee / account holder | $585 | $5,232-88.8% | $6,412-90.9% | $5,404-89.2% |