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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 | $9,487 | $48,364-80.4% | $71,796-86.8% | $62,881-84.9% |
| Participation rate | 77.1% | 60.6%+16.5pp | 69.1%+8.0pp | 69.3%+7.8pp |
| Annual return | 0.96% | 13.16%-12.2pp | 78.04%-77.1pp | 20.14%-19.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $84 | $2,091-96.0% | $2,794-97.0% | $3,203-97.4% |
| Admin fee / account holder | $2,274 | $3,771-39.7% | $4,815-52.8% | $4,296-47.1% |