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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 | $9,963 | $84,236-88.2% | $170,435-94.2% | $70,126-85.8% |
| Participation rate | 93.9% | 70.8%+23.0pp | 83.6%+10.3pp | 69.5%+24.3pp |
| Annual return | 7.37% | 23.06%-15.7pp | 205.94%-198.6pp | 73.15%-65.8pp |
| Employer contribution / active EE | $933 | $3,387-72.5% | $5,432-82.8% | $2,343-60.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,435 | $5,698-57.3% | $13,881-82.5% | $4,645-47.6% |