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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 | $13,510 | $95,383-85.8% | $185,837-92.7% | $85,856-84.3% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 11.17% | 23.59%-12.4pp | 122.08%-110.9pp | 318.58%-307.4pp |
| Employer contribution / active EE | $640 | $3,313-80.7% | $5,168-87.6% | $2,565-75.0% |
| Participant deferral / active EE | $463 | $3,423-86.5% | $5,568-91.7% | $3,952-88.3% |
| Admin fee / account holder | $1,287 | $7,213-82.2% | $16,241-92.1% | $6,261-79.5% |