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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 | $7,839 | $55,453-85.9% | $170,435-95.4% | $62,293-87.4% |
| Participation rate | 94.1% | 66.4%+27.7pp | 83.6%+10.5pp | 69.5%+24.5pp |
| Annual return | 6.82% | 21.38%-14.6pp | 205.94%-199.1pp | 28.90%-22.1pp |
| Employer contribution / active EE | $395 | $2,164-81.8% | $5,432-92.7% | $2,042-80.7% |
| Participant deferral / active EE | $467 | $2,303-79.7% | $4,939-90.5% | $3,169-85.2% |
| Admin fee / account holder | $1,047 | $455+130.1% | $13,881-92.5% | $479+118.4% |