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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 | $11,934 | $91,179-86.9% | $178,499-93.3% | $79,852-85.1% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 9.62% | 24.19%-14.6pp | 151.10%-141.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $2,425 | $3,256-25.5% | $5,011-51.6% | $2,471-1.9% |
| Participant deferral / active EE | $122 | $3,236-96.2% | $5,202-97.7% | $3,740-96.7% |
| Admin fee / account holder | $1,983 | $6,749-70.6% | $13,986-85.8% | $5,306-62.6% |