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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 | $9,739 | $102,429-90.5% | $147,096-93.4% | $80,925-88.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 9.41% | 135.02%-125.6pp | 419.75%-410.3pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,022 | $3,716-72.5% | $4,936-79.3% | $2,756-62.9% |
| Participant deferral / active EE | $1,818 | $6,649-72.7% | $8,071-77.5% | $4,299-57.7% |
| Admin fee / account holder | $1,751 | $7,957-78.0% | $13,005-86.5% | $6,940-74.8% |