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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 | $3,532 | $53,837-93.4% | $75,717-95.3% | $85,856-95.9% |
| Participation rate | 85.7% | 69.1%+16.7pp | 74.8%+10.9pp | 69.3%+16.4pp |
| Annual return | 9.40% | 24.54%-15.1pp | 104.58%-95.2pp | 318.58%-309.2pp |
| Employer contribution / active EE | $673 | $2,017-66.6% | $2,743-75.5% | $2,565-73.8% |
| Participant deferral / active EE | $679 | $2,895-76.6% | $3,821-82.2% | $3,952-82.8% |
| Admin fee / account holder | $1,115 | $3,341-66.6% | $3,619-69.2% | $6,261-82.2% |