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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 | $10,610 | $85,171-87.5% | $172,753-93.9% | $72,976-85.5% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 11.35% | 27.32%-16.0pp | 803.00%-791.6pp | 81.02%-69.7pp |
| Employer contribution / active EE | $410 | $3,324-87.7% | $5,144-92.0% | $2,440-83.2% |
| Participant deferral / active EE | $820 | $3,260-74.8% | $5,198-84.2% | $3,608-77.3% |
| Admin fee / account holder | $2,828 | $5,880-51.9% | $13,956-79.7% | $5,124-44.8% |