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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 | $9,462 | $52,678-82.0% | $75,784-87.5% | $59,633-84.1% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.8%+8.2pp | 68.7%+15.3pp |
| Annual return | -5.93% | 2.95%-8.9pp | 9.68%-15.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $1,393 | $2,193-36.5% | $3,323-58.1% | $2,203-36.7% |
| Participant deferral / active EE | $314 | $2,591-87.9% | $3,652-91.4% | $3,192-90.1% |
| Admin fee / account holder | $1,007 | $3,610-72.1% | $5,300-81.0% | $4,297-76.6% |