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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 | $2,932 | $40,275-92.7% | $57,356-94.9% | $59,633-95.1% |
| Participation rate | 82.1% | 69.1%+13.0pp | 75.1%+7.1pp | 68.7%+13.5pp |
| Annual return | -2.38% | 27.52%-29.9pp | 24.41%-26.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $448 | $1,921-76.7% | $2,689-83.4% | $2,203-79.7% |
| Participant deferral / active EE | $596 | $2,400-75.2% | $3,162-81.1% | $3,192-81.3% |
| Admin fee / account holder | $366 | $2,820-87.0% | $3,357-89.1% | $4,297-91.5% |