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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 | $4,675 | $77,472-94.0% | $100,392-95.3% | $80,935-94.2% |
| Participation rate | 90.3% | 76.9%+13.4pp | 81.5%+8.8pp | 67.7%+22.7pp |
| Annual return | 3.71% | 37.26%-33.6pp | 49.45%-45.7pp | 35.66%-32.0pp |
| Employer contribution / active EE | $677 | $2,800-75.8% | $3,941-82.8% | $2,757-75.4% |
| Participant deferral / active EE | $1,590 | $6,818-76.7% | $8,090-80.3% | $4,299-63.0% |
| Admin fee / account holder | $406 | $5,885-93.1% | $7,904-94.9% | $6,924-94.1% |