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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 | $8,536 | $84,236-89.9% | $170,435-95.0% | $70,126-87.8% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 11.13% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $413 | $3,387-87.8% | $5,432-92.4% | $2,343-82.4% |
| Participant deferral / active EE | $360 | $3,086-88.3% | $4,939-92.7% | $3,332-89.2% |
| Admin fee / account holder | $2,260 | $5,698-60.3% | $13,881-83.7% | $4,645-51.3% |