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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 | $10,267 | $84,236-87.8% | $170,435-94.0% | $70,126-85.4% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 5.18% | 23.06%-17.9pp | 205.94%-200.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $404 | $3,387-88.1% | $5,432-92.6% | $2,343-82.8% |
| Participant deferral / active EE | $812 | $3,086-73.7% | $4,939-83.6% | $3,332-75.6% |
| Admin fee / account holder | $1,461 | $5,698-74.4% | $13,881-89.5% | $4,645-68.5% |