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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 | $21,367 | $78,428-72.8% | $95,960-77.7% | $79,852-73.2% |
| Participation rate | 80.2% | 73.5%+6.8pp | 77.1%+3.2pp | 69.6%+10.6pp |
| Annual return | 6.39% | 19.37%-13.0pp | 91.63%-85.2pp | 31.72%-25.3pp |
| Employer contribution / active EE | $488 | $1,945-74.9% | $2,541-80.8% | $2,471-80.2% |
| Participant deferral / active EE | $1,352 | $3,440-60.7% | $4,167-67.6% | $3,740-63.9% |
| Admin fee / account holder | $1,477 | $5,622-73.7% | $6,797-78.3% | $5,306-72.2% |