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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 | $5,145 | $92,219-94.4% | $76,766-93.3% | $135,382-96.2% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -9.17% | 5.46%-14.6pp | 2.43%-11.6pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,506 | $3,216-53.2% | $2,485-39.4% | $4,779-68.5% |
| Participant deferral / active EE | $1,332 | $4,508-70.5% | $3,851-65.4% | $5,609-76.3% |
| Admin fee / account holder | $437 | $10,749-95.9% | $6,675-93.5% | $10,829-96.0% |