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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 | $9,655 | $53,128-81.8% | $86,582-88.8% | $70,126-86.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.99% | 27.66%-15.7pp | 965.08%-953.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $541 | $2,068-73.8% | $2,839-80.9% | $2,343-76.9% |
| Participant deferral / active EE | $560 | $2,695-79.2% | $3,609-84.5% | $3,332-83.2% |
| Admin fee / account holder | $626 | $3,584-82.5% | $4,904-87.2% | $4,645-86.5% |