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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 | $11,721 | $84,236-86.1% | $170,435-93.1% | $70,126-83.3% |
| Participation rate | 93.8% | 70.8%+23.0pp | 83.6%+10.2pp | 69.5%+24.3pp |
| Annual return | 5.13% | 23.06%-17.9pp | 205.94%-200.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $617 | $3,387-81.8% | $5,432-88.6% | $2,343-73.7% |
| Participant deferral / active EE | $662 | $3,086-78.5% | $4,939-86.6% | $3,332-80.1% |
| Admin fee / account holder | $2,814 | $5,698-50.6% | $13,881-79.7% | $4,645-39.4% |