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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 | $7,356 | $93,064-92.1% | $74,577-90.1% | $273,972-97.3% |
| Participation rate | 81.8% | 74.9%+6.9pp | 68.1%+13.7pp | 83.0%-1.2pp |
| Annual return | -0.60% | 26.18%-26.8pp | 20.47%-21.1pp | 41.46%-42.1pp |
| Employer contribution / active EE | $451 | $3,160-85.7% | $2,525-82.1% | $4,869-90.7% |
| Participant deferral / active EE | $70 | $4,160-98.3% | $3,458-98.0% | $5,287-98.7% |
| Admin fee / account holder | $433 | $5,273-91.8% | $4,138-89.5% | $10,133-95.7% |