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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 | $6,454 | $99,345-93.5% | $84,753-92.4% | $273,972-97.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | -0.64% | 22.93%-23.6pp | 22.78%-23.4pp | 41.46%-42.1pp |
| Employer contribution / active EE | $978 | $4,214-76.8% | $3,574-72.7% | $4,869-79.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $377 | $6,645-94.3% | $5,333-92.9% | $10,133-96.3% |