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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 | $8,660 | $105,856-91.8% | $90,161-90.4% | $147,586-94.1% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 2.21% | 37.63%-35.4pp | 34.89%-32.7pp | 578.59%-576.4pp |
| Employer contribution / active EE | $1,122 | $4,126-72.8% | $3,318-66.2% | $4,876-77.0% |
| Participant deferral / active EE | $1,474 | $5,733-74.3% | $5,287-72.1% | $5,439-72.9% |
| Admin fee / account holder | $477 | $8,046-94.1% | $5,943-92.0% | $10,886-95.6% |