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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 | $68,573-81.5% | $120,368-89.5% | $80,874-84.3% |
| Participation rate | 72.2% | 61.6%+10.6pp | 71.9%+0.3pp | 67.6%+4.6pp |
| Annual return | 7.94% | 23.61%-15.7pp | 107.26%-99.3pp | 35.62%-27.7pp |
| Employer contribution / active EE | $1,432 | $2,052-30.2% | $3,465-58.7% | $2,756-48.0% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $550 | $5,734-90.4% | $9,429-94.2% | $6,935-92.1% |