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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 | $462 | $102,245-99.5% | $89,340-99.5% | $137,256-99.7% |
| Participation rate | 79.2% | 74.9%+4.3pp | 69.6%+9.6pp | 80.0%-0.8pp |
| Annual return | 0.67% | 21.89%-21.2pp | 20.57%-19.9pp | 220.34%-219.7pp |
| Employer contribution / active EE | $128 | $2,529-94.9% | $2,231-94.3% | $4,156-96.9% |
| Participant deferral / active EE | $291 | $4,436-93.4% | $3,823-92.4% | $6,407-95.5% |
| Admin fee / account holder | $3,128 | $8,085-61.3% | $6,704-53.3% | $12,270-74.5% |