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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 | $13,150 | $58,292-77.4% | $86,640-84.8% | $71,511-81.6% |
| Participation rate | 88.1% | 65.0%+23.1pp | 71.7%+16.4pp | 67.9%+20.2pp |
| Annual return | 9.17% | 21.63%-12.5pp | 592.52%-583.4pp | 28.86%-19.7pp |
| Employer contribution / active EE | $457 | $2,574-82.2% | $3,024-84.9% | $2,589-82.4% |
| Participant deferral / active EE | $733 | $3,438-78.7% | $4,438-83.5% | $4,291-82.9% |
| Admin fee / account holder | $1,423 | $1,057+34.6% | $5,616-74.7% | $1,588-10.4% |