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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 | $6,551 | $48,078-86.4% | $78,676-91.7% | $62,881-89.6% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | -5.17% | 31.36%-36.5pp | 62.19%-67.4pp | 20.14%-25.3pp |
| Employer contribution / active EE | $604 | $2,015-70.0% | $2,850-78.8% | $2,281-73.5% |
| Participant deferral / active EE | $677 | $2,587-73.8% | $3,517-80.7% | $3,203-78.9% |
| Admin fee / account holder | $502 | $3,206-84.4% | $4,510-88.9% | $4,296-88.3% |