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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 | $8,323 | $84,236-90.1% | $170,435-95.1% | $70,126-88.1% |
| Participation rate | 84.9% | 70.8%+14.1pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 4.07% | 23.06%-19.0pp | 205.94%-201.9pp | 73.15%-69.1pp |
| Employer contribution / active EE | $924 | $3,387-72.7% | $5,432-83.0% | $2,343-60.6% |
| Participant deferral / active EE | $776 | $3,086-74.9% | $4,939-84.3% | $3,332-76.7% |
| Admin fee / account holder | $1,377 | $5,698-75.8% | $13,881-90.1% | $4,645-70.4% |