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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 | $18,143 | $71,197-74.5% | $93,669-80.6% | $80,925-77.6% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.7%+24.6pp |
| Annual return | 6.07% | 11.27%-5.2pp | 133.59%-127.5pp | 35.65%-29.6pp |
| Employer contribution / active EE | $981 | $1,565-37.3% | $2,424-59.5% | $2,756-64.4% |
| Participant deferral / active EE | $1,059 | $4,036-73.8% | $4,416-76.0% | $4,299-75.4% |
| Admin fee / account holder | $725 | $6,959-89.6% | $8,291-91.3% | $6,940-89.6% |