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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 | $9,827 | $84,236-88.3% | $170,435-94.2% | $70,126-86.0% |
| Participation rate | 88.0% | 70.8%+17.1pp | 83.6%+4.4pp | 69.5%+18.4pp |
| Annual return | 8.95% | 23.06%-14.1pp | 205.94%-197.0pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,055 | $3,387-68.8% | $5,432-80.6% | $2,343-54.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $906 | $5,698-84.1% | $13,881-93.5% | $4,645-80.5% |