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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 | $12,004 | $68,878-82.6% | $120,574-90.0% | $80,935-85.2% |
| Participation rate | 85.7% | 61.7%+24.0pp | 71.9%+13.8pp | 67.7%+18.1pp |
| Annual return | -8.00% | 23.67%-31.7pp | 107.42%-115.4pp | 35.66%-43.7pp |
| Employer contribution / active EE | $8,199 | $2,065+297.0% | $3,471+136.2% | $2,757+197.4% |
| Participant deferral / active EE | $450 | $3,189-85.9% | $4,996-91.0% | $4,299-89.5% |
| Admin fee / account holder | $3,659 | $5,782-36.7% | $9,445-61.3% | $6,924-47.2% |