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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 | $8,224 | $48,078-82.9% | $78,676-89.5% | $62,881-86.9% |
| Participation rate | 95.5% | 65.2%+30.2pp | 73.6%+21.9pp | 69.3%+26.1pp |
| Annual return | 2.51% | 31.36%-28.9pp | 62.19%-59.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $232 | $2,015-88.5% | $2,850-91.8% | $2,281-89.8% |
| Participant deferral / active EE | $301 | $2,587-88.4% | $3,517-91.5% | $3,203-90.6% |
| Admin fee / account holder | $617 | $3,206-80.8% | $4,510-86.3% | $4,296-85.6% |