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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 | $13,368 | $65,361-79.5% | $92,903-85.6% | $72,983-81.7% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 2.78% | 42.11%-39.3pp | 109.43%-106.6pp | 81.01%-78.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $987 | $3,128-68.4% | $4,238-76.7% | $3,608-72.6% |
| Admin fee / account holder | $482 | $4,251-88.7% | $5,795-91.7% | $5,124-90.6% |