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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 | $99,875-91.4% | $146,866-94.1% | $86,983-90.1% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.5%+13.3pp | 69.5%+26.2pp |
| Annual return | 7.41% | 28.10%-20.7pp | 102.85%-95.4pp | 25.83%-18.4pp |
| Employer contribution / active EE | $977 | $3,224-69.7% | $4,425-77.9% | $2,584-62.2% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $770 | $7,838-90.2% | $13,620-94.3% | $7,856-90.2% |