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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 | $5,157 | $98,240-94.8% | $82,312-93.7% | $147,586-96.5% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 8.43% | 30.85%-22.4pp | 25.88%-17.5pp | 578.59%-570.2pp |
| Employer contribution / active EE | $616 | $3,192-80.7% | $2,428-74.6% | $4,876-87.4% |
| Participant deferral / active EE | $717 | $4,383-83.6% | $3,706-80.7% | $5,439-86.8% |
| Admin fee / account holder | $1,261 | $8,563-85.3% | $5,608-77.5% | $10,886-88.4% |