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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 | $1,819 | $98,776-98.2% | $149,745-98.8% | $79,856-97.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 1.65% | 27.38%-25.7pp | 276.72%-275.1pp | 31.71%-30.1pp |
| Employer contribution / active EE | $775 | $3,217-75.9% | $4,646-83.3% | $2,471-68.6% |
| Participant deferral / active EE | $1,136 | $5,681-80.0% | $6,843-83.4% | $3,741-69.6% |
| Admin fee / account holder | $942 | $6,053-84.4% | $9,312-89.9% | $5,306-82.2% |