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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 | $8,421 | $58,828-85.7% | $78,002-89.2% | $62,881-86.6% |
| Participation rate | 77.3% | 71.1%+6.2pp | 75.5%+1.7pp | 69.3%+8.0pp |
| Annual return | 4.70% | 17.16%-12.5pp | 425.99%-421.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $299 | $1,672-82.1% | $2,470-87.9% | $2,281-86.9% |
| Participant deferral / active EE | $834 | $2,686-69.0% | $3,497-76.2% | $3,203-74.0% |
| Admin fee / account holder | $316 | $4,393-92.8% | $5,481-94.2% | $4,296-92.6% |