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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 | $1,749 | $112,729-98.4% | $98,716-98.2% | $137,256-98.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 7.38% | 38.48%-31.1pp | 31.81%-24.4pp | 220.34%-213.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $443 | $4,640-90.4% | $4,048-89.0% | $6,407-93.1% |
| Admin fee / account holder | $4,567 | $10,129-54.9% | $8,703-47.5% | $12,270-62.8% |