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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 | $5,156 | $106,918-95.2% | $84,021-93.9% | $152,897-96.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 7.89% | 105.01%-97.1pp | 71.32%-63.4pp | 345.43%-337.5pp |
| Employer contribution / active EE | $426 | $2,735-84.4% | $1,984-78.5% | $4,764-91.1% |
| Participant deferral / active EE | $979 | $4,012-75.6% | $3,239-69.8% | $5,851-83.3% |
| Admin fee / account holder | $413 | $8,288-95.0% | $6,102-93.2% | $11,599-96.4% |