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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 | $3,066 | $99,053-96.9% | $88,179-96.5% | $138,895-97.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | -21.98% | 78.17%-100.2pp | 64.97%-87.0pp | 145.39%-167.4pp |
| Employer contribution / active EE | $442 | $2,882-84.7% | $2,549-82.7% | $4,194-89.5% |
| Participant deferral / active EE | $687 | $5,225-86.8% | $4,614-85.1% | $6,396-89.3% |
| Admin fee / account holder | $854 | $8,748-90.2% | $7,673-88.9% | $12,562-93.2% |