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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 | $8,787 | $72,177-87.8% | $115,038-92.4% | $59,633-85.3% |
| Participation rate | 97.9% | 72.6%+25.3pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | -3.72% | 12.02%-15.7pp | 26.14%-29.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $980 | $2,841-65.5% | $4,608-78.7% | $2,203-55.5% |
| Participant deferral / active EE | $724 | $4,783-84.9% | $6,026-88.0% | $3,192-77.3% |
| Admin fee / account holder | $1,110 | $4,927-77.5% | $8,175-86.4% | $4,297-74.2% |