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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 | $9,075 | $76,551-88.1% | $123,894-92.7% | $62,881-85.6% |
| Participation rate | 87.4% | 73.0%+14.4pp | 81.4%+6.0pp | 69.3%+18.1pp |
| Annual return | 4.76% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $717 | $4,840-85.2% | $5,984-88.0% | $3,203-77.6% |
| Admin fee / account holder | $313 | $4,826-93.5% | $8,357-96.2% | $4,296-92.7% |