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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 | $17,792 | $63,346-71.9% | $92,240-80.7% | $70,126-74.6% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 10.32% | 530.19%-519.9pp | 176.29%-166.0pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,557 | $2,471-37.0% | $3,680-57.7% | $2,343-33.5% |
| Participant deferral / active EE | $177 | $2,854-93.8% | $3,897-95.5% | $3,332-94.7% |
| Admin fee / account holder | $611 | $3,841-84.1% | $5,194-88.2% | $4,645-86.8% |