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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 | $10,746 | $102,422-89.5% | $147,117-92.7% | $80,959-86.7% |
| Participation rate | 78.7% | 75.9%+2.9pp | 82.2%-3.5pp | 67.7%+11.1pp |
| Annual return | 8.06% | 135.16%-127.1pp | 420.54%-412.5pp | 35.67%-27.6pp |
| Employer contribution / active EE | $5,882 | $3,717+58.2% | $4,932+19.3% | $2,757+113.3% |
| Participant deferral / active EE | $1,363 | $6,652-79.5% | $8,065-83.1% | $4,300-68.3% |
| Admin fee / account holder | $2,085 | $7,953-73.8% | $12,993-84.0% | $6,925-69.9% |