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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 | $502 | $124,425-99.6% | $112,040-99.6% | $137,256-99.6% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 1.53% | 24.72%-23.2pp | 24.52%-23.0pp | 220.34%-218.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $429 | $5,718-92.5% | $5,098-91.6% | $6,407-93.3% |
| Admin fee / account holder | $517 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |