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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 | $2,651 | $51,184-94.8% | $66,439-96.0% | $86,983-97.0% |
| Participation rate | 77.8% | 68.5%+9.3pp | 74.5%+3.3pp | 69.5%+8.2pp |
| Annual return | 9.10% | 17.07%-8.0pp | 757.66%-748.6pp | 25.83%-16.7pp |
| Employer contribution / active EE | $498 | $2,023-75.4% | $2,637-81.1% | $2,584-80.7% |
| Participant deferral / active EE | $824 | $2,927-71.9% | $3,876-78.7% | $4,194-80.4% |
| Admin fee / account holder | $1,270 | $4,154-69.4% | $6,173-79.4% | $7,856-83.8% |