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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 | $7,957 | $112,729-92.9% | $98,716-91.9% | $137,256-94.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 7.69% | 38.48%-30.8pp | 31.81%-24.1pp | 220.34%-212.7pp |
| Employer contribution / active EE | $558 | $2,725-79.5% | $2,279-75.5% | $4,156-86.6% |
| Participant deferral / active EE | $500 | $4,640-89.2% | $4,048-87.6% | $6,407-92.2% |
| Admin fee / account holder | $805 | $10,129-92.1% | $8,703-90.8% | $12,270-93.4% |