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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 | $4,689 | $81,870-94.3% | $119,634-96.1% | $68,490-93.2% |
| Participation rate | 90.2% | 71.9%+18.3pp | 79.3%+10.9pp | 67.9%+22.3pp |
| Annual return | -21.93% | -23.82%+1.9pp | -14.98%-6.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,551 | $2,692-42.4% | $4,232-63.3% | $2,597-40.3% |
| Participant deferral / active EE | $1,769 | $4,148-57.4% | $5,601-68.4% | $4,028-56.1% |
| Admin fee / account holder | $578 | $6,583-91.2% | $10,329-94.4% | $5,403-89.3% |