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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 | $6,013 | $62,583-90.4% | $76,767-92.2% | $64,173-90.6% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -9.86% | -1.95%-7.9pp | 2.43%-12.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,267 | $1,832-30.8% | $2,485-49.0% | $2,381-46.8% |
| Participant deferral / active EE | $1,146 | $3,145-63.6% | $3,852-70.2% | $3,470-67.0% |
| Admin fee / account holder | $629 | $4,667-86.5% | $6,675-90.6% | $4,887-87.1% |