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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 | $3,601 | $135,956-97.4% | $123,894-97.1% | $273,972-98.7% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 2.45% | 56.63%-54.2pp | 47.52%-45.1pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,890 | $5,170-63.4% | $4,617-59.1% | $4,869-61.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $994 | $9,817-89.9% | $8,357-88.1% | $10,133-90.2% |