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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 | $16,243 | $107,421-84.9% | $182,262-91.1% | $94,015-82.7% |
| Participation rate | 72.9% | 77.8%-4.9pp | 84.2%-11.3pp | 70.8%+2.1pp |
| Annual return | 11.61% | 21.32%-9.7pp | 140.60%-129.0pp | 17.84%-6.2pp |
| Employer contribution / active EE | $1,139 | $3,448-67.0% | $5,046-77.4% | $2,790-59.2% |
| Participant deferral / active EE | $171 | $6,558-97.4% | $8,276-97.9% | $4,249-96.0% |
| Admin fee / account holder | $1,305 | $8,692-85.0% | $16,712-92.2% | $8,951-85.4% |