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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 | $4,736 | $87,544-94.6% | $75,784-93.8% | $125,388-96.2% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -3.93% | 13.49%-17.4pp | 9.68%-13.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $437 | $4,229-89.7% | $3,652-88.0% | $5,352-91.8% |
| Admin fee / account holder | $942 | $6,502-85.5% | $5,300-82.2% | $9,541-90.1% |