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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 | $4,634 | $62,589-92.6% | $76,768-94.0% | $64,173-92.8% |
| Participation rate | 90.6% | 72.8%+17.7pp | 77.0%+13.6pp | 69.6%+21.0pp |
| Annual return | -8.02% | -1.95%-6.1pp | 2.43%-10.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,345 | $3,145-57.2% | $3,852-65.1% | $3,470-61.2% |
| Admin fee / account holder | $634 | $4,667-86.4% | $6,675-90.5% | $4,887-87.0% |