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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 | $4,531 | $39,132-88.4% | $57,196-92.1% | $62,881-92.8% |
| Participation rate | 75.0% | 70.5%+4.5pp | 75.3%-0.3pp | 69.3%+5.7pp |
| Annual return | -0.39% | 9.24%-9.6pp | 14.59%-15.0pp | 20.14%-20.5pp |
| Employer contribution / active EE | $634 | $1,874-66.2% | $2,683-76.4% | $2,281-72.2% |
| Participant deferral / active EE | $447 | $2,374-81.2% | $3,096-85.6% | $3,203-86.0% |
| Admin fee / account holder | $489 | $2,594-81.2% | $3,141-84.4% | $4,296-88.6% |