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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 | $8,036 | $93,598-91.4% | $135,974-94.1% | $75,173-89.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 5.59% | 30.89%-25.3pp | 68.30%-62.7pp | 160.72%-155.1pp |
| Employer contribution / active EE | $969 | $3,538-72.6% | $4,859-80.1% | $2,671-63.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $633 | $6,978-90.9% | $10,767-94.1% | $5,651-88.8% |