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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 | $5,649 | $55,902-89.9% | $76,030-92.6% | $80,959-93.0% |
| Participation rate | 92.3% | 62.1%+30.2pp | 69.1%+23.2pp | 67.7%+24.6pp |
| Annual return | 5.46% | 20.59%-15.1pp | 361.54%-356.1pp | 35.67%-30.2pp |
| Employer contribution / active EE | $588 | $1,867-68.5% | $2,688-78.1% | $2,757-78.7% |
| Participant deferral / active EE | $147 | $3,051-95.2% | $4,257-96.6% | $4,300-96.6% |
| Admin fee / account holder | $449 | $5,239-91.4% | $6,421-93.0% | $6,925-93.5% |