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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 | $9,627 | $77,638-87.6% | $156,551-93.9% | $62,881-84.7% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 3.06% | 50.33%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $505 | $3,444-85.4% | $5,501-90.8% | $2,281-77.9% |
| Participant deferral / active EE | $442 | $3,046-85.5% | $4,871-90.9% | $3,203-86.2% |
| Admin fee / account holder | $3,799 | $5,561-31.7% | $13,028-70.8% | $4,296-11.6% |