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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 | $12,839 | $77,638-83.5% | $156,551-91.8% | $62,881-79.6% |
| Participation rate | 71.0% | 71.2%-0.2pp | 84.0%-13.0pp | 69.3%+1.7pp |
| Annual return | 4.08% | 50.33%-46.2pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,085 | $3,444-68.5% | $5,501-80.3% | $2,281-52.4% |
| Participant deferral / active EE | $204 | $3,046-93.3% | $4,871-95.8% | $3,203-93.6% |
| Admin fee / account holder | $5,944 | $5,561+6.9% | $13,028-54.4% | $4,296+38.4% |