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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 | $12,694 | $68,852-81.6% | $120,524-89.5% | $80,925-84.3% |
| Participation rate | 72.2% | 61.6%+10.6pp | 71.9%+0.3pp | 67.7%+4.6pp |
| Annual return | 7.94% | 23.67%-15.7pp | 107.36%-99.4pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,432 | $2,063-30.6% | $3,469-58.7% | $2,756-48.1% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $550 | $5,781-90.5% | $9,440-94.2% | $6,940-92.1% |