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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 | $4,174 | $97,125-95.7% | $86,233-95.2% | $137,256-97.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 9.18% | 74.19%-65.0pp | 61.39%-52.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $386 | $2,841-86.4% | $2,504-84.6% | $4,156-90.7% |
| Participant deferral / active EE | $645 | $5,180-87.5% | $4,559-85.9% | $6,407-89.9% |
| Admin fee / account holder | $326 | $9,725-96.6% | $8,342-96.1% | $12,270-97.3% |