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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 | $8,486 | $56,484-85.0% | $169,452-95.0% | $64,173-86.8% |
| Participation rate | 75.6% | 64.5%+11.1pp | 77.8%-2.2pp | 69.6%+6.0pp |
| Annual return | -9.68% | -1.55%-8.1pp | 1.83%-11.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $733 | $1,832-60.0% | $4,157-82.4% | $2,381-69.2% |
| Participant deferral / active EE | $1,057 | $3,448-69.3% | $5,277-80.0% | $3,470-69.5% |
| Admin fee / account holder | $1,013 | $4,174-75.7% | $9,110-88.9% | $4,887-79.3% |