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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 | $12,522 | $91,198-86.3% | $178,503-93.0% | $79,856-84.3% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 5.91% | 24.20%-18.3pp | 151.12%-145.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $956 | $3,257-70.6% | $5,011-80.9% | $2,471-61.3% |
| Participant deferral / active EE | $443 | $3,237-86.3% | $5,202-91.5% | $3,741-88.2% |
| Admin fee / account holder | $3,870 | $6,748-42.6% | $13,987-72.3% | $5,306-27.1% |