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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 | $8,907 | $54,757-83.7% | $90,300-90.1% | $72,983-87.8% |
| Participation rate | 79.6% | 65.1%+14.5pp | 73.3%+6.4pp | 69.5%+10.1pp |
| Annual return | 4.90% | 30.63%-25.7pp | 78.11%-73.2pp | 81.01%-76.1pp |
| Employer contribution / active EE | $444 | $2,092-78.8% | $2,854-84.5% | $2,440-81.8% |
| Participant deferral / active EE | $486 | $2,887-83.2% | $3,884-87.5% | $3,608-86.5% |
| Admin fee / account holder | $692 | $3,972-82.6% | $5,353-87.1% | $5,124-86.5% |