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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 | $4,101 | $67,602-93.9% | $82,312-95.0% | $70,126-94.2% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 6.78% | 21.57%-14.8pp | 25.88%-19.1pp | 73.15%-66.4pp |
| Employer contribution / active EE | $695 | $1,755-60.4% | $2,428-71.4% | $2,343-70.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $415 | $4,512-90.8% | $5,608-92.6% | $4,645-91.1% |