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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 | $21,096 | $58,828-64.1% | $78,002-73.0% | $62,881-66.5% |
| Participation rate | 94.1% | 71.1%+23.1pp | 75.5%+18.6pp | 69.3%+24.8pp |
| Annual return | 3.86% | 17.16%-13.3pp | 425.99%-422.1pp | 20.14%-16.3pp |
| Employer contribution / active EE | $866 | $1,672-48.2% | $2,470-65.0% | $2,281-62.0% |
| Participant deferral / active EE | $911 | $2,686-66.1% | $3,497-74.0% | $3,203-71.6% |
| Admin fee / account holder | $2,261 | $4,393-48.5% | $5,481-58.7% | $4,296-47.4% |