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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 | $9,006 | $60,349-85.1% | $74,184-87.9% | $62,881-85.7% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | -4.98% | 21.38%-26.4pp | 17.74%-22.7pp | 20.14%-25.1pp |
| Employer contribution / active EE | $890 | $1,680-47.1% | $2,370-62.5% | $2,281-61.0% |
| Participant deferral / active EE | $624 | $2,856-78.2% | $3,550-82.4% | $3,203-80.5% |
| Admin fee / account holder | $619 | $4,261-85.5% | $5,586-88.9% | $4,296-85.6% |