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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 | $5,151 | $79,961-93.6% | $98,462-94.8% | $75,177-93.1% |
| Participation rate | 80.6% | 70.4%+10.3pp | 75.2%+5.5pp | 67.2%+13.4pp |
| Annual return | 4.20% | 19.75%-15.5pp | 21.17%-17.0pp | 160.75%-156.6pp |
| Employer contribution / active EE | $687 | $2,264-69.6% | $3,049-77.5% | $2,671-74.3% |
| Participant deferral / active EE | $553 | $3,753-85.3% | $4,738-88.3% | $4,126-86.6% |
| Admin fee / account holder | $1,205 | $6,842-82.4% | $8,875-86.4% | $5,651-78.7% |