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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 | $3,131 | $42,909-92.7% | $60,906-94.9% | $68,486-95.4% |
| Participation rate | 93.5% | 66.8%+26.8pp | 73.1%+20.5pp | 67.9%+25.7pp |
| Annual return | -20.57% | -13.99%-6.6pp | 16.94%-37.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,052 | $1,979-46.9% | $2,703-61.1% | $2,597-59.5% |
| Participant deferral / active EE | $829 | $2,866-71.1% | $3,814-78.3% | $4,028-79.4% |
| Admin fee / account holder | $553 | $3,104-82.2% | $3,227-82.9% | $5,404-89.8% |