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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 | $3,345 | $124,351-97.3% | $109,188-96.9% | $167,553-98.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 6.84% | 26.04%-19.2pp | 25.76%-18.9pp | 478.89%-472.1pp |
| Employer contribution / active EE | $1,077 | $4,210-74.4% | $3,723-71.1% | $4,840-77.7% |
| Participant deferral / active EE | $100 | $5,257-98.1% | $4,654-97.9% | $6,343-98.4% |
| Admin fee / account holder | $383 | $7,975-95.2% | $6,755-94.3% | $12,316-96.9% |