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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 | $13,257 | $85,171-84.4% | $172,752-92.3% | $72,975-81.8% |
| Participation rate | 76.4% | 70.1%+6.3pp | 82.6%-6.3pp | 69.5%+6.9pp |
| Annual return | 5.13% | 27.32%-22.2pp | 802.97%-797.8pp | 81.01%-75.9pp |
| Employer contribution / active EE | $513 | $3,324-84.6% | $5,144-90.0% | $2,440-79.0% |
| Participant deferral / active EE | $437 | $3,260-86.6% | $5,198-91.6% | $3,608-87.9% |
| Admin fee / account holder | $322 | $5,880-94.5% | $13,955-97.7% | $5,124-93.7% |