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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 | $4,307 | $81,358-94.7% | $155,556-97.2% | $80,959-94.7% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 9.91% | 33.39%-23.5pp | 64.84%-54.9pp | 35.67%-25.8pp |
| Employer contribution / active EE | $896 | $3,106-71.2% | $4,675-80.8% | $2,757-67.5% |
| Participant deferral / active EE | $896 | $3,455-74.1% | $5,631-84.1% | $4,300-79.2% |
| Admin fee / account holder | $1,513 | $7,994-81.1% | $15,885-90.5% | $6,925-78.2% |