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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 | $7,785 | $77,638-90.0% | $156,551-95.0% | $62,881-87.6% |
| Participation rate | 73.3% | 71.2%+2.1pp | 84.0%-10.7pp | 69.3%+4.0pp |
| Annual return | 4.32% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $393 | $3,444-88.6% | $5,501-92.9% | $2,281-82.8% |
| Participant deferral / active EE | $762 | $3,046-75.0% | $4,871-84.4% | $3,203-76.2% |
| Admin fee / account holder | $781 | $5,561-86.0% | $13,028-94.0% | $4,296-81.8% |