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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 | $11,225 | $85,171-86.8% | $172,753-93.5% | $72,976-84.6% |
| Participation rate | 70.0% | 70.1%-0.1pp | 82.6%-12.6pp | 69.5%+0.5pp |
| Annual return | 13.56% | 27.32%-13.8pp | 803.00%-789.4pp | 81.02%-67.5pp |
| Employer contribution / active EE | $1,243 | $3,324-62.6% | $5,144-75.8% | $2,440-49.0% |
| Participant deferral / active EE | $898 | $3,260-72.4% | $5,198-82.7% | $3,608-75.1% |
| Admin fee / account holder | $521 | $5,880-91.1% | $13,956-96.3% | $5,124-89.8% |