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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 | $11,119 | $45,050-75.3% | $63,018-82.4% | $70,126-84.1% |
| Participation rate | 88.6% | 69.5%+19.1pp | 74.8%+13.8pp | 69.5%+19.0pp |
| Annual return | 6.55% | 18.76%-12.2pp | 87.62%-81.1pp | 73.15%-66.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $436 | $2,466-82.3% | $3,330-86.9% | $3,332-86.9% |
| Admin fee / account holder | $3,875 | $2,834+36.7% | $3,601+7.6% | $4,645-16.6% |