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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 | $6,123 | $91,179-93.3% | $178,499-96.6% | $79,852-92.3% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 2.12% | 24.19%-22.1pp | 151.10%-149.0pp | 31.72%-29.6pp |
| Employer contribution / active EE | $435 | $3,256-86.6% | $5,011-91.3% | $2,471-82.4% |
| Participant deferral / active EE | $881 | $3,236-72.8% | $5,202-83.1% | $3,740-76.4% |
| Admin fee / account holder | $1,502 | $6,749-77.7% | $13,986-89.3% | $5,306-71.7% |