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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 | $2,817 | $81,487-96.5% | $102,412-97.2% | $80,935-96.5% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.3pp | 67.7%+15.1pp |
| Annual return | 5.64% | 25.60%-20.0pp | 24.94%-19.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $402 | $3,871-89.6% | $5,060-92.0% | $4,299-90.6% |
| Admin fee / account holder | $640 | $6,717-90.5% | $8,388-92.4% | $6,924-90.8% |