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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 | $14,369 | $62,672-77.1% | $185,117-92.2% | $70,124-79.5% |
| Participation rate | 93.3% | 63.8%+29.6pp | 77.3%+16.1pp | 69.5%+23.8pp |
| Annual return | 6.18% | 40.79%-34.6pp | 40.50%-34.3pp | 73.14%-67.0pp |
| Employer contribution / active EE | $905 | $1,753-48.4% | $4,182-78.3% | $2,342-61.3% |
| Participant deferral / active EE | $363 | $3,272-88.9% | $5,045-92.8% | $3,332-89.1% |
| Admin fee / account holder | $1,841 | $3,932-53.2% | $8,159-77.4% | $4,645-60.4% |