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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 | $10,158 | $89,370-88.6% | $141,197-92.8% | $72,976-86.1% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 11.11% | 111.88%-100.8pp | 71.41%-60.3pp | 81.02%-69.9pp |
| Employer contribution / active EE | $622 | $3,115-80.0% | $4,736-86.9% | $2,440-74.5% |
| Participant deferral / active EE | $729 | $5,419-86.5% | $6,710-89.1% | $3,608-79.8% |
| Admin fee / account holder | $2,358 | $5,957-60.4% | $10,265-77.0% | $5,124-54.0% |