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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 | $17,632 | $87,037-79.7% | $106,201-83.4% | $80,874-78.2% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.0pp | 67.6%+15.7pp |
| Annual return | 9.91% | 17.05%-7.1pp | 116.26%-106.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $899 | $2,396-62.5% | $3,170-71.6% | $2,756-67.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,464 | $8,434-82.6% | $11,039-86.7% | $6,935-78.9% |