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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 | $17,375 | $48,364-64.1% | $71,796-75.8% | $62,881-72.4% |
| Participation rate | 73.1% | 60.6%+12.5pp | 69.1%+4.0pp | 69.3%+3.8pp |
| Annual return | 2.31% | 13.16%-10.8pp | 78.04%-75.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $216 | $1,042-79.2% | $1,924-88.8% | $2,281-90.5% |
| Participant deferral / active EE | $473 | $2,091-77.4% | $2,794-83.1% | $3,203-85.2% |
| Admin fee / account holder | $478 | $3,771-87.3% | $4,815-90.1% | $4,296-88.9% |