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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 | $912 | $76,407-98.8% | $150,298-99.4% | $82,448-98.9% |
| Participation rate | 76.9% | 66.4%+10.5pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 1.25% | 39.99%-38.7pp | 62.79%-61.5pp | 41.64%-40.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $529 | $3,214-83.5% | $5,453-90.3% | $4,139-87.2% |
| Admin fee / account holder | $3,327 | $6,352-47.6% | $14,116-76.4% | $7,234-54.0% |