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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 | $15,011 | $102,429-85.3% | $147,096-89.8% | $80,925-81.5% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 11.20% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,311 | $3,716-64.7% | $4,936-73.4% | $2,756-52.4% |
| Participant deferral / active EE | $1,883 | $6,649-71.7% | $8,071-76.7% | $4,299-56.2% |
| Admin fee / account holder | $1,139 | $7,957-85.7% | $13,005-91.2% | $6,940-83.6% |