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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 | $13,330 | $85,171-84.3% | $172,753-92.3% | $72,976-81.7% |
| Participation rate | 70.5% | 70.1%+0.4pp | 82.6%-12.2pp | 69.5%+1.0pp |
| Annual return | 8.25% | 27.32%-19.1pp | 803.00%-794.8pp | 81.02%-72.8pp |
| Employer contribution / active EE | $721 | $3,324-78.3% | $5,144-86.0% | $2,440-70.4% |
| Participant deferral / active EE | $477 | $3,260-85.4% | $5,198-90.8% | $3,608-86.8% |
| Admin fee / account holder | $1,420 | $5,880-75.9% | $13,956-89.8% | $5,124-72.3% |