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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 | $3,701 | $64,719-94.3% | $112,249-96.7% | $68,486-94.6% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -24.92% | -11.40%-13.5pp | 27.48%-52.4pp | -7.85%-17.1pp |
| Employer contribution / active EE | $1,295 | $2,747-52.8% | $3,636-64.4% | $2,597-50.1% |
| Participant deferral / active EE | $1,318 | $3,565-63.0% | $4,729-72.1% | $4,028-67.3% |
| Admin fee / account holder | $404 | $5,232-92.3% | $6,412-93.7% | $5,404-92.5% |