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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 | $4,209 | $71,480-94.1% | $90,782-95.4% | $64,173-93.4% |
| Participation rate | 83.6% | 77.6%+6.1pp | 82.7%+1.0pp | 69.6%+14.1pp |
| Annual return | -23.63% | -4.25%-19.4pp | -3.42%-20.2pp | 7.63%-31.3pp |
| Employer contribution / active EE | $3,873 | $3,415+13.4% | $4,105-5.7% | $2,381+62.7% |
| Participant deferral / active EE | $652 | $4,302-84.8% | $5,366-87.8% | $3,470-81.2% |
| Admin fee / account holder | $566 | $6,309-91.0% | $5,908-90.4% | $4,887-88.4% |