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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 | $12,197 | $86,298-85.9% | $111,308-89.0% | $85,847-85.8% |
| Participation rate | 82.1% | 73.3%+8.7pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 10.02% | 19.99%-10.0pp | 54.67%-44.6pp | 318.61%-308.6pp |
| Employer contribution / active EE | $827 | $2,044-59.5% | $2,732-69.7% | $2,565-67.7% |
| Participant deferral / active EE | $1,282 | $3,641-64.8% | $4,487-71.4% | $3,952-67.6% |
| Admin fee / account holder | $468 | $8,189-94.3% | $7,965-94.1% | $6,261-92.5% |