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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 | $9,893 | $85,171-88.4% | $172,752-94.3% | $72,975-86.4% |
| Participation rate | 82.8% | 70.1%+12.7pp | 82.6%+0.1pp | 69.5%+13.3pp |
| Annual return | 1.77% | 27.32%-25.6pp | 802.97%-801.2pp | 81.01%-79.2pp |
| Employer contribution / active EE | $829 | $3,324-75.1% | $5,144-83.9% | $2,440-66.0% |
| Participant deferral / active EE | $460 | $3,260-85.9% | $5,198-91.1% | $3,608-87.2% |
| Admin fee / account holder | $995 | $5,880-83.1% | $13,955-92.9% | $5,124-80.6% |