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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 | $55,930-91.3% | $76,089-93.6% | $80,925-94.0% |
| Participation rate | 71.9% | 62.1%+9.9pp | 69.1%+2.8pp | 67.7%+4.3pp |
| Annual return | 4.38% | 20.58%-16.2pp | 360.94%-356.6pp | 35.65%-31.3pp |
| Employer contribution / active EE | $832 | $1,866-55.4% | $2,690-69.1% | $2,756-69.8% |
| Participant deferral / active EE | $937 | $3,051-69.3% | $4,259-78.0% | $4,299-78.2% |
| Admin fee / account holder | $3,022 | $5,241-42.3% | $6,418-52.9% | $6,940-56.5% |