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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 | $3,016 | $77,817-96.1% | $123,553-97.6% | $64,173-95.3% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.3%-3.3pp | 69.6%+9.4pp |
| Annual return | -8.24% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $650 | $3,014-78.4% | $4,628-85.9% | $2,381-72.7% |
| Participant deferral / active EE | $1,184 | $5,240-77.4% | $6,426-81.6% | $3,470-65.9% |
| Admin fee / account holder | $574 | $5,519-89.6% | $9,284-93.8% | $4,887-88.3% |