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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 | $7,751 | $110,337-93.0% | $102,383-92.4% | $145,877-94.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 1.03% | 24.83%-23.8pp | 24.94%-23.9pp | 551.28%-550.3pp |
| Employer contribution / active EE | $1,190 | $4,216-71.8% | $3,870-69.3% | $4,663-74.5% |
| Participant deferral / active EE | $1,363 | $5,621-75.7% | $5,060-73.1% | $6,691-79.6% |
| Admin fee / account holder | $693 | $9,750-92.9% | $8,391-91.7% | $13,402-94.8% |