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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 | $9,205 | $40,264-77.1% | $57,349-83.9% | $59,633-84.6% |
| Participation rate | 79.2% | 69.2%+10.1pp | 75.1%+4.1pp | 68.7%+10.5pp |
| Annual return | -2.21% | 27.51%-29.7pp | 24.40%-26.6pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $1,511 | $1,922-21.4% | $2,689-43.8% | $2,203-31.4% |
| Participant deferral / active EE | $610 | $2,400-74.6% | $3,162-80.7% | $3,192-80.9% |
| Admin fee / account holder | $3,669 | $2,819+30.1% | $3,356+9.3% | $4,297-14.6% |