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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 | $10,326 | $62,583-83.5% | $76,767-86.5% | $64,173-83.9% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -7.92% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $787 | $1,832-57.0% | $2,485-68.3% | $2,381-66.9% |
| Participant deferral / active EE | $930 | $3,145-70.4% | $3,852-75.9% | $3,470-73.2% |
| Admin fee / account holder | $856 | $4,667-81.7% | $6,675-87.2% | $4,887-82.5% |