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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 | $4,259 | $81,208-94.8% | $98,920-95.7% | $79,856-94.7% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.7pp | 69.6%+8.1pp |
| Annual return | 9.90% | 60.99%-51.1pp | 196.47%-186.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $583 | $1,960-70.2% | $2,689-78.3% | $2,471-76.4% |
| Participant deferral / active EE | $1,240 | $3,265-62.0% | $4,245-70.8% | $3,741-66.9% |
| Admin fee / account holder | $734 | $6,013-87.8% | $6,643-89.0% | $5,306-86.2% |