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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 | $9,479 | $98,776-90.4% | $149,745-93.7% | $79,856-88.1% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 9.97% | 27.38%-17.4pp | 276.72%-266.7pp | 31.71%-21.7pp |
| Employer contribution / active EE | $608 | $3,217-81.1% | $4,646-86.9% | $2,471-75.4% |
| Participant deferral / active EE | $431 | $5,681-92.4% | $6,843-93.7% | $3,741-88.5% |
| Admin fee / account holder | $996 | $6,053-83.6% | $9,312-89.3% | $5,306-81.2% |