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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 | $63,845-97.1% | $81,370-97.8% | $80,959-97.7% |
| Participation rate | 82.1% | 63.9%+18.3pp | 69.5%+12.6pp | 67.7%+14.5pp |
| Annual return | 3.18% | 16.37%-13.2pp | 24.85%-21.7pp | 35.67%-32.5pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $31 | $3,093-99.0% | $3,885-99.2% | $4,300-99.3% |
| Admin fee / account holder | $1,277 | $5,688-77.6% | $5,749-77.8% | $6,925-81.6% |