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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 | $63,433-75.9% | $63,803-76.1% | $64,097-76.2% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 55.2%+19.8pp |
| Annual return | 6.24% | 20.74%-14.5pp | 543.72%-537.5pp | 34.64%-28.4pp |
| Employer contribution / active EE | $814 | $2,332-65.1% | $2,532-67.9% | $1,891-57.0% |
| Participant deferral / active EE | $453 | $3,119-85.5% | $3,843-88.2% | $3,080-85.3% |
| Admin fee / account holder | $4,398 | $1,489+195.3% | $5,196-15.4% | $3,454+27.3% |