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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 | $8,743 | $53,841-83.8% | $75,731-88.5% | $85,851-89.8% |
| Participation rate | 80.8% | 69.0%+11.7pp | 74.8%+5.9pp | 69.3%+11.4pp |
| Annual return | 11.50% | 24.54%-13.0pp | 104.65%-93.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $566 | $2,017-71.9% | $2,743-79.4% | $2,565-77.9% |
| Participant deferral / active EE | $317 | $2,895-89.0% | $3,820-91.7% | $3,952-92.0% |
| Admin fee / account holder | $2,716 | $3,340-18.7% | $3,620-25.0% | $6,261-56.6% |