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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 | $10,486 | $93,345-88.8% | $119,126-91.2% | $87,485-88.0% |
| Participation rate | 74.4% | 68.7%+5.7pp | 75.8%-1.3pp | 68.9%+5.5pp |
| Annual return | 10.12% | 19.08%-9.0pp | 282.11%-272.0pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,080 | $3,172-65.9% | $4,034-73.2% | $2,596-58.4% |
| Participant deferral / active EE | $476 | $4,099-88.4% | $5,318-91.0% | $4,274-88.9% |
| Admin fee / account holder | $766 | $8,039-90.5% | $10,693-92.8% | $7,775-90.1% |