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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 | $4,393 | $87,106-95.0% | $105,607-95.8% | $80,935-94.6% |
| Participation rate | 83.7% | 70.4%+13.3pp | 75.3%+8.4pp | 67.7%+16.1pp |
| Annual return | 5.86% | 17.01%-11.1pp | 116.11%-110.2pp | 35.66%-29.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,423 | $3,986-64.3% | $5,011-71.6% | $4,299-66.9% |
| Admin fee / account holder | $4,771 | $8,447-43.5% | $10,958-56.5% | $6,924-31.1% |