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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 | $4,890 | $55,902-91.3% | $76,030-93.6% | $80,959-94.0% |
| Participation rate | 71.9% | 62.1%+9.9pp | 69.1%+2.9pp | 67.7%+4.3pp |
| Annual return | 4.38% | 20.59%-16.2pp | 361.54%-357.2pp | 35.67%-31.3pp |
| Employer contribution / active EE | $832 | $1,867-55.5% | $2,688-69.1% | $2,757-69.8% |
| Participant deferral / active EE | $937 | $3,051-69.3% | $4,257-78.0% | $4,300-78.2% |
| Admin fee / account holder | $3,022 | $5,239-42.3% | $6,421-52.9% | $6,925-56.4% |