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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 | $8,600 | $106,864-92.0% | $147,318-94.2% | $82,637-89.6% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.1%+13.7pp | 68.1%+27.7pp |
| Annual return | 7.41% | 27.49%-20.1pp | 70.43%-63.0pp | 53.51%-46.1pp |
| Employer contribution / active EE | $977 | $3,417-71.4% | $4,593-78.7% | $2,552-61.7% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $770 | $8,415-90.9% | $13,708-94.4% | $7,339-89.5% |