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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 | $12,468 | $91,198-86.3% | $178,503-93.0% | $79,856-84.4% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 7.61% | 24.20%-16.6pp | 151.12%-143.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $787 | $3,257-75.8% | $5,011-84.3% | $2,471-68.2% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $657 | $6,748-90.3% | $13,987-95.3% | $5,306-87.6% |