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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 | $17,901 | $101,798-82.4% | $165,071-89.2% | $80,935-77.9% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.7%+29.6pp |
| Annual return | 7.15% | 16.73%-9.6pp | 70.17%-63.0pp | 35.66%-28.5pp |
| Employer contribution / active EE | $2,778 | $2,954-6.0% | $4,347-36.1% | $2,757+0.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $323 | $8,221-96.1% | $12,695-97.5% | $6,924-95.3% |