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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 | $7,498 | $77,638-90.3% | $156,551-95.2% | $62,881-88.1% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 2.43% | 50.33%-47.9pp | 32.23%-29.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $593 | $3,444-82.8% | $5,501-89.2% | $2,281-74.0% |
| Participant deferral / active EE | $678 | $3,046-77.7% | $4,871-86.1% | $3,203-78.8% |
| Admin fee / account holder | $351 | $5,561-93.7% | $13,028-97.3% | $4,296-91.8% |