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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 | $3,272 | $56,484-94.2% | $169,452-98.1% | $64,173-94.9% |
| Participation rate | 90.0% | 64.5%+25.5pp | 77.8%+12.2pp | 69.6%+20.4pp |
| Annual return | -9.71% | -1.55%-8.2pp | 1.83%-11.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $771 | $1,832-57.9% | $4,157-81.5% | $2,381-67.6% |
| Participant deferral / active EE | $932 | $3,448-73.0% | $5,277-82.3% | $3,470-73.1% |
| Admin fee / account holder | $839 | $4,174-79.9% | $9,110-90.8% | $4,887-82.8% |