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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 | $8,073 | $91,167-91.1% | $178,498-95.5% | $79,858-89.9% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 2.90% | 24.19%-21.3pp | 151.09%-148.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $674 | $3,255-79.3% | $5,011-86.5% | $2,471-72.7% |
| Participant deferral / active EE | $869 | $3,236-73.1% | $5,202-83.3% | $3,740-76.8% |
| Admin fee / account holder | $6,306 | $6,747-6.5% | $13,985-54.9% | $5,306+18.9% |