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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 | $11,143 | $50,554-78.0% | $67,681-83.5% | $87,485-87.3% |
| Participation rate | 75.0% | 67.7%+7.3pp | 73.7%+1.3pp | 68.9%+6.1pp |
| Annual return | 8.56% | 17.81%-9.3pp | 590.58%-582.0pp | 26.06%-17.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $850 | $2,961-71.3% | $3,976-78.6% | $4,274-80.1% |
| Admin fee / account holder | $2,900 | $4,132-29.8% | $6,100-52.5% | $7,775-62.7% |