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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 | $12,613 | $117,904-89.3% | $102,457-87.7% | $145,978-91.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 4.88% | 31.80%-26.9pp | 29.41%-24.5pp | 550.52%-545.6pp |
| Employer contribution / active EE | $1,502 | $3,613-58.4% | $3,022-50.3% | $4,662-67.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,773 | $13,329-79.2% | $9,451-70.7% | $13,400-79.3% |