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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 | $10,725 | $69,977-84.7% | $108,582-90.1% | $62,881-82.9% |
| Participation rate | 88.5% | 72.9%+15.6pp | 79.6%+8.9pp | 69.3%+19.2pp |
| Annual return | 2.14% | 10.73%-8.6pp | -51.70%+53.8pp | 20.14%-18.0pp |
| Employer contribution / active EE | $500 | $2,135-76.6% | $3,758-86.7% | $2,281-78.1% |
| Participant deferral / active EE | $813 | $3,165-74.3% | $4,311-81.1% | $3,203-74.6% |
| Admin fee / account holder | $3,596 | $5,076-29.2% | $7,645-53.0% | $4,296-16.3% |