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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 | $2,602 | $98,766-97.4% | $149,730-98.3% | $79,852-96.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 7.34% | 27.43%-20.1pp | 276.70%-269.4pp | 31.72%-24.4pp |
| Employer contribution / active EE | $822 | $3,217-74.4% | $4,645-82.3% | $2,471-66.7% |
| Participant deferral / active EE | $1,604 | $5,681-71.8% | $6,843-76.6% | $3,740-57.1% |
| Admin fee / account holder | $5,032 | $6,052-16.8% | $9,310-45.9% | $5,306-5.2% |