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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 | $12,907 | $79,955-83.9% | $98,461-86.9% | $75,173-82.8% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.2%+20.8pp | 67.2%+28.8pp |
| Annual return | 11.73% | 19.75%-8.0pp | 21.17%-9.4pp | 160.72%-149.0pp |
| Employer contribution / active EE | $781 | $2,264-65.5% | $3,049-74.4% | $2,671-70.8% |
| Participant deferral / active EE | $310 | $3,752-91.7% | $4,738-93.5% | $4,126-92.5% |
| Admin fee / account holder | $2,503 | $6,841-63.4% | $8,961-72.1% | $5,651-55.7% |