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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 | $8,445 | $56,110-84.9% | $94,993-91.1% | $70,126-88.0% |
| Participation rate | 76.7% | 65.0%+11.7pp | 73.9%+2.8pp | 69.5%+7.1pp |
| Annual return | 1.40% | 51.02%-49.6pp | 27.14%-25.7pp | 73.15%-71.7pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $30 | $2,391-98.7% | $3,317-99.1% | $3,332-99.1% |
| Admin fee / account holder | $1,248 | $3,456-63.9% | $4,960-74.8% | $4,645-73.1% |