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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 | $1,827 | $63,773-97.1% | $81,286-97.8% | $80,925-97.7% |
| Participation rate | 82.1% | 63.9%+18.2pp | 69.5%+12.6pp | 67.7%+14.5pp |
| Annual return | 3.18% | 16.37%-13.2pp | 24.80%-21.6pp | 35.65%-32.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $31 | $3,093-99.0% | $3,883-99.2% | $4,299-99.3% |
| Admin fee / account holder | $1,277 | $5,682-77.5% | $5,764-77.9% | $6,940-81.6% |