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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 | $3,983 | $65,364-93.9% | $92,909-95.7% | $72,975-94.5% |
| Participation rate | 92.9% | 68.3%+24.5pp | 76.0%+16.9pp | 69.5%+23.4pp |
| Annual return | 15.66% | 42.11%-26.4pp | 109.44%-93.8pp | 81.01%-65.3pp |
| Employer contribution / active EE | $1,705 | $2,594-34.3% | $3,653-53.3% | $2,440-30.1% |
| Participant deferral / active EE | $410 | $3,128-86.9% | $4,238-90.3% | $3,608-88.6% |
| Admin fee / account holder | $1,151 | $4,251-72.9% | $5,795-80.1% | $5,124-77.5% |