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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 | $8,822 | $86,288-89.8% | $111,306-92.1% | $85,851-89.7% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 8.66% | 19.99%-11.3pp | 54.67%-46.0pp | 318.63%-310.0pp |
| Employer contribution / active EE | $720 | $2,044-64.8% | $2,732-73.6% | $2,565-71.9% |
| Participant deferral / active EE | $583 | $3,641-84.0% | $4,488-87.0% | $3,952-85.2% |
| Admin fee / account holder | $370 | $8,189-95.5% | $7,966-95.4% | $6,261-94.1% |