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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 | $13,079 | $86,288-84.8% | $111,306-88.2% | $85,851-84.8% |
| Participation rate | 98.9% | 73.3%+25.5pp | 77.3%+21.6pp | 69.3%+29.6pp |
| Annual return | 9.87% | 19.99%-10.1pp | 54.67%-44.8pp | 318.63%-308.8pp |
| Employer contribution / active EE | $934 | $2,044-54.3% | $2,732-65.8% | $2,565-63.6% |
| Participant deferral / active EE | $249 | $3,641-93.2% | $4,488-94.4% | $3,952-93.7% |
| Admin fee / account holder | $681 | $8,189-91.7% | $7,966-91.4% | $6,261-89.1% |