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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 | $6,547 | $62,583-89.5% | $76,767-91.5% | $64,173-89.8% |
| Participation rate | 81.1% | 72.8%+8.3pp | 77.0%+4.1pp | 69.6%+11.5pp |
| Annual return | -11.09% | -1.95%-9.1pp | 2.43%-13.5pp | 7.63%-18.7pp |
| Employer contribution / active EE | $629 | $1,832-65.7% | $2,485-74.7% | $2,381-73.6% |
| Participant deferral / active EE | $1,105 | $3,145-64.9% | $3,852-71.3% | $3,470-68.1% |
| Admin fee / account holder | $512 | $4,667-89.0% | $6,675-92.3% | $4,887-89.5% |