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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 | $10,781 | $84,236-87.2% | $170,439-93.7% | $70,124-84.6% |
| Participation rate | 89.9% | 70.8%+19.0pp | 83.6%+6.3pp | 69.5%+20.3pp |
| Annual return | 3.89% | 23.06%-19.2pp | 205.94%-202.0pp | 73.14%-69.3pp |
| Employer contribution / active EE | $2,542 | $3,387-24.9% | $5,433-53.2% | $2,342+8.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,392 | $5,698-75.6% | $13,881-90.0% | $4,645-70.0% |