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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 | $15,275 | $65,072-76.5% | $66,439-77.0% | $65,306-76.6% |
| Participation rate | 75.0% | 69.1%+5.9pp | 74.5%+0.5pp | 57.7%+17.3pp |
| Annual return | 6.24% | 21.50%-15.3pp | 757.66%-751.4pp | 21.94%-15.7pp |
| Employer contribution / active EE | $814 | $2,475-67.1% | $2,637-69.1% | $1,967-58.6% |
| Participant deferral / active EE | $453 | $3,234-86.0% | $3,876-88.3% | $2,959-84.7% |
| Admin fee / account holder | $4,398 | $1,323+232.4% | $6,173-28.8% | $3,480+26.4% |