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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 | $11,920 | $77,638-84.6% | $156,551-92.4% | $62,881-81.0% |
| Participation rate | 78.3% | 71.2%+7.1pp | 84.0%-5.7pp | 69.3%+9.0pp |
| Annual return | 2.17% | 50.33%-48.2pp | 32.23%-30.1pp | 20.14%-18.0pp |
| Employer contribution / active EE | $488 | $3,444-85.8% | $5,501-91.1% | $2,281-78.6% |
| Participant deferral / active EE | $588 | $3,046-80.7% | $4,871-87.9% | $3,203-81.7% |
| Admin fee / account holder | $3,901 | $5,561-29.9% | $13,028-70.1% | $4,296-9.2% |