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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 | $5,106 | $87,544-94.2% | $75,784-93.3% | $125,388-95.9% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -4.71% | 13.49%-18.2pp | 9.68%-14.4pp | 282.24%-286.9pp |
| Employer contribution / active EE | $3,009 | $3,930-23.4% | $3,323-9.5% | $4,866-38.2% |
| Participant deferral / active EE | $724 | $4,229-82.9% | $3,652-80.2% | $5,352-86.5% |
| Admin fee / account holder | $1,772 | $6,502-72.8% | $5,300-66.6% | $9,541-81.4% |