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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 | $9,442 | $106,280-91.1% | $96,538-90.2% | $139,487-93.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 9.45% | 38.48%-29.0pp | 35.74%-26.3pp | 373.84%-364.4pp |
| Employer contribution / active EE | $2,424 | $4,107-41.0% | $3,740-35.2% | $4,755-49.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,755 | $7,888-77.7% | $6,737-73.9% | $11,407-84.6% |