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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 | $12,329 | $102,422-88.0% | $147,117-91.6% | $80,959-84.8% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.2pp |
| Annual return | 9.23% | 135.16%-125.9pp | 420.54%-411.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $884 | $3,717-76.2% | $4,932-82.1% | $2,757-67.9% |
| Participant deferral / active EE | $1,912 | $6,652-71.3% | $8,065-76.3% | $4,300-55.5% |
| Admin fee / account holder | $404 | $7,953-94.9% | $12,993-96.9% | $6,925-94.2% |