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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 | $10,941 | $45,043-75.7% | $63,005-82.6% | $70,124-84.4% |
| Participation rate | 90.0% | 69.5%+20.5pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 0.75% | 18.76%-18.0pp | 87.59%-86.8pp | 73.14%-72.4pp |
| Employer contribution / active EE | $648 | $2,052-68.4% | $2,760-76.5% | $2,342-72.3% |
| Participant deferral / active EE | $316 | $2,466-87.2% | $3,329-90.5% | $3,332-90.5% |
| Admin fee / account holder | $2,219 | $2,833-21.7% | $3,599-38.3% | $4,645-52.2% |