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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 | $14,705 | $62,589-76.5% | $76,768-80.8% | $64,173-77.1% |
| Participation rate | 78.7% | 72.8%+5.9pp | 77.0%+1.8pp | 69.6%+9.2pp |
| Annual return | -8.25% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $549 | $1,832-70.0% | $2,485-77.9% | $2,381-76.9% |
| Participant deferral / active EE | $678 | $3,145-78.4% | $3,852-82.4% | $3,470-80.5% |
| Admin fee / account holder | $353 | $4,667-92.4% | $6,675-94.7% | $4,887-92.8% |