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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 | $10,631 | $77,638-86.3% | $156,551-93.2% | $62,881-83.1% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 4.47% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,118 | $3,444-67.5% | $5,501-79.7% | $2,281-51.0% |
| Participant deferral / active EE | $96 | $3,046-96.8% | $4,871-98.0% | $3,203-97.0% |
| Admin fee / account holder | $723 | $5,561-87.0% | $13,028-94.5% | $4,296-83.2% |