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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 | $3,541 | $81,331-95.6% | $155,534-97.7% | $80,935-95.6% |
| Participation rate | 90.5% | 66.3%+24.2pp | 78.2%+12.3pp | 67.7%+22.8pp |
| Annual return | 9.37% | 33.37%-24.0pp | 64.92%-55.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $589 | $3,105-81.0% | $4,675-87.4% | $2,757-78.6% |
| Participant deferral / active EE | $820 | $3,454-76.3% | $5,630-85.4% | $4,299-80.9% |
| Admin fee / account holder | $474 | $7,999-94.1% | $15,900-97.0% | $6,924-93.2% |