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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 | $12,101 | $91,198-86.7% | $178,503-93.2% | $79,856-84.8% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 5.12% | 24.20%-19.1pp | 151.12%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $476 | $3,257-85.4% | $5,011-90.5% | $2,471-80.8% |
| Participant deferral / active EE | $599 | $3,237-81.5% | $5,202-88.5% | $3,741-84.0% |
| Admin fee / account holder | $2,080 | $6,748-69.2% | $13,987-85.1% | $5,306-60.8% |