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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 | $11,135 | $91,198-87.8% | $178,503-93.8% | $79,856-86.1% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 6.49% | 24.20%-17.7pp | 151.12%-144.6pp | 31.71%-25.2pp |
| Employer contribution / active EE | $405 | $3,257-87.6% | $5,011-91.9% | $2,471-83.6% |
| Participant deferral / active EE | $497 | $3,237-84.6% | $5,202-90.4% | $3,741-86.7% |
| Admin fee / account holder | $1,737 | $6,748-74.3% | $13,987-87.6% | $5,306-67.3% |