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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 | $4,619 | $40,275-88.5% | $57,356-91.9% | $59,633-92.3% |
| Participation rate | 84.6% | 69.1%+15.5pp | 75.1%+9.5pp | 68.7%+15.9pp |
| Annual return | -2.02% | 27.52%-29.5pp | 24.41%-26.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $399 | $1,921-79.2% | $2,689-85.2% | $2,203-81.9% |
| Participant deferral / active EE | $409 | $2,400-82.9% | $3,162-87.1% | $3,192-87.2% |
| Admin fee / account holder | $825 | $2,820-70.7% | $3,357-75.4% | $4,297-80.8% |