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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 | $13,565 | $85,171-84.1% | $172,753-92.1% | $72,976-81.4% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 15.67% | 27.32%-11.7pp | 803.00%-787.3pp | 81.02%-65.3pp |
| Employer contribution / active EE | $906 | $3,324-72.7% | $5,144-82.4% | $2,440-62.9% |
| Participant deferral / active EE | $664 | $3,260-79.6% | $5,198-87.2% | $3,608-81.6% |
| Admin fee / account holder | $1,297 | $5,880-77.9% | $13,956-90.7% | $5,124-74.7% |