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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 | $4,213 | $91,167-95.4% | $178,498-97.6% | $79,858-94.7% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 9.11% | 24.19%-15.1pp | 151.09%-142.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $907 | $3,255-72.1% | $5,011-81.9% | $2,471-63.3% |
| Participant deferral / active EE | $374 | $3,236-88.4% | $5,202-92.8% | $3,740-90.0% |
| Admin fee / account holder | $1,180 | $6,747-82.5% | $13,985-91.6% | $5,306-77.8% |