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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 | $4,387 | $49,239-91.1% | $70,462-93.8% | $79,858-94.5% |
| Participation rate | 71.4% | 69.2%+2.3pp | 75.1%-3.6pp | 69.6%+1.8pp |
| Annual return | -3.14% | 30.08%-33.2pp | 109.08%-112.2pp | 31.72%-34.9pp |
| Employer contribution / active EE | $583 | $2,100-72.3% | $2,737-78.7% | $2,471-76.4% |
| Participant deferral / active EE | $665 | $2,769-76.0% | $3,710-82.1% | $3,740-82.2% |
| Admin fee / account holder | $691 | $2,876-76.0% | $3,845-82.0% | $5,306-87.0% |