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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 | $11,446 | $62,672-81.7% | $185,117-93.8% | $70,126-83.7% |
| Participation rate | 75.3% | 63.8%+11.5pp | 77.3%-2.0pp | 69.5%+5.8pp |
| Annual return | 0.03% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $658 | $3,272-79.9% | $5,045-87.0% | $3,332-80.3% |
| Admin fee / account holder | $315 | $3,932-92.0% | $8,159-96.1% | $4,645-93.2% |