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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 | $267 | $108,825-99.8% | $156,181-99.8% | $82,448-99.7% |
| Participation rate | 73.3% | 72.4%+1.0pp | 78.8%-5.5pp | 68.1%+5.3pp |
| Annual return | 8.02% | 20.59%-12.6pp | 64.87%-56.9pp | 41.64%-33.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $184 | $4,577-96.0% | $6,132-97.0% | $4,139-95.6% |
| Admin fee / account holder | $310 | $9,341-96.7% | $14,586-97.9% | $7,234-95.7% |