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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 | $4,129 | $101,063-95.9% | $81,473-94.9% | $147,586-97.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 1.94% | 32.41%-30.5pp | 38.78%-36.8pp | 578.59%-576.7pp |
| Employer contribution / active EE | $1,213 | $3,206-62.2% | $2,568-52.8% | $4,876-75.1% |
| Participant deferral / active EE | $169 | $4,242-96.0% | $3,537-95.2% | $5,439-96.9% |
| Admin fee / account holder | $714 | $5,812-87.7% | $4,561-84.3% | $10,886-93.4% |