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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 | $1,470 | $54,763-97.3% | $90,324-98.4% | $72,976-98.0% |
| Participation rate | 71.1% | 65.2%+6.0pp | 73.3%-2.2pp | 69.5%+1.6pp |
| Annual return | 10.02% | 30.63%-20.6pp | 78.15%-68.1pp | 81.02%-71.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $722 | $2,887-75.0% | $3,885-81.4% | $3,608-80.0% |
| Admin fee / account holder | $308 | $3,973-92.3% | $5,356-94.3% | $5,124-94.0% |