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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 | $1,539 | $77,908-98.0% | $149,696-99.0% | $75,173-98.0% |
| Participation rate | 95.8% | 65.6%+30.2pp | 78.8%+17.0pp | 67.2%+28.6pp |
| Annual return | 6.16% | 31.73%-25.6pp | 134.46%-128.3pp | 160.72%-154.6pp |
| Employer contribution / active EE | $942 | $3,138-70.0% | $4,821-80.5% | $2,671-64.7% |
| Participant deferral / active EE | $380 | $3,411-88.9% | $5,682-93.3% | $4,126-90.8% |
| Admin fee / account holder | $899 | $5,950-84.9% | $13,212-93.2% | $5,651-84.1% |