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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 | $8,432 | $53,841-84.3% | $75,731-88.9% | $85,851-90.2% |
| Participation rate | 82.8% | 69.0%+13.7pp | 74.8%+7.9pp | 69.3%+13.4pp |
| Annual return | 10.80% | 24.54%-13.7pp | 104.65%-93.9pp | 318.63%-307.8pp |
| Employer contribution / active EE | $588 | $2,017-70.8% | $2,743-78.6% | $2,565-77.1% |
| Participant deferral / active EE | $669 | $2,895-76.9% | $3,820-82.5% | $3,952-83.1% |
| Admin fee / account holder | $348 | $3,340-89.6% | $3,620-90.4% | $6,261-94.4% |