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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 | $9,583 | $41,377-76.8% | $109,313-91.2% | $62,881-84.8% |
| Participation rate | 87.9% | 57.5%+30.3pp | 71.3%+16.6pp | 69.3%+18.6pp |
| Annual return | -8.60% | 11.05%-19.6pp | 22.07%-30.7pp | 20.14%-28.7pp |
| Employer contribution / active EE | $1,456 | $1,276+14.1% | $3,892-62.6% | $2,281-36.2% |
| Participant deferral / active EE | $622 | $2,045-69.6% | $3,166-80.3% | $3,203-80.6% |
| Admin fee / account holder | $14,305 | $2,884+396.0% | $5,666+152.5% | $4,296+233.0% |