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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 | $87,059-79.7% | $105,608-83.3% | $80,925-78.2% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.0pp | 67.7%+15.7pp |
| Annual return | 9.91% | 17.05%-7.1pp | 116.50%-106.6pp | 35.65%-25.7pp |
| Employer contribution / active EE | $899 | $2,396-62.5% | $3,167-71.6% | $2,756-67.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,464 | $8,443-82.7% | $11,028-86.7% | $6,940-78.9% |