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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 | $11,033 | $86,701-87.3% | $73,309-85.0% | $125,389-91.2% |
| Participation rate | 72.7% | 78.6%-5.9pp | 74.9%-2.2pp | 83.2%-10.5pp |
| Annual return | -4.67% | 2.78%-7.5pp | 5.67%-10.3pp | 282.24%-286.9pp |
| Employer contribution / active EE | $500 | $4,152-88.0% | $3,237-84.6% | $4,866-89.7% |
| Participant deferral / active EE | $894 | $5,549-83.9% | $4,991-82.1% | $5,352-83.3% |
| Admin fee / account holder | $800 | $7,768-89.7% | $5,635-85.8% | $9,541-91.6% |