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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 | $11,315 | $84,236-86.6% | $170,435-93.4% | $70,126-83.9% |
| Participation rate | 85.1% | 70.8%+14.3pp | 83.6%+1.5pp | 69.5%+15.6pp |
| Annual return | 4.36% | 23.06%-18.7pp | 205.94%-201.6pp | 73.15%-68.8pp |
| Employer contribution / active EE | $1,160 | $3,387-65.8% | $5,432-78.6% | $2,343-50.5% |
| Participant deferral / active EE | $222 | $3,086-92.8% | $4,939-95.5% | $3,332-93.3% |
| Admin fee / account holder | $1,817 | $5,698-68.1% | $13,881-86.9% | $4,645-60.9% |