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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 | $1,445 | $25,014-94.2% | $69,632-97.9% | $80,959-98.2% |
| Participation rate | 85.2% | 64.2%+21.0pp | 66.4%+18.8pp | 67.7%+17.5pp |
| Annual return | 4.85% | 19.08%-14.2pp | 101.32%-96.5pp | 35.67%-30.8pp |
| Employer contribution / active EE | $348 | $991-64.9% | $1,708-79.6% | $2,757-87.4% |
| Participant deferral / active EE | $623 | $1,840-66.1% | $2,889-78.4% | $4,300-85.5% |
| Admin fee / account holder | $936 | $2,491-62.4% | $4,695-80.1% | $6,925-86.5% |