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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 | $546 | $115,225-99.5% | $100,712-99.5% | $138,895-99.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 2.61% | 40.35%-37.7pp | 33.27%-30.7pp | 145.39%-142.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $257 | $4,699-94.5% | $4,085-93.7% | $6,396-96.0% |
| Admin fee / account holder | $623 | $10,844-94.3% | $9,256-93.3% | $12,562-95.0% |