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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 | $124,980-93.6% | $108,359-92.7% | $154,746-94.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 7.69% | 45.00%-37.3pp | 36.89%-29.2pp | 172.34%-164.6pp |
| Employer contribution / active EE | $558 | $2,851-80.4% | $2,399-76.7% | $4,379-87.3% |
| Participant deferral / active EE | $500 | $4,743-89.5% | $4,137-87.9% | $6,730-92.6% |
| Admin fee / account holder | $805 | $11,502-93.0% | $9,741-91.7% | $14,365-94.4% |