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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 | $12,388 | $63,346-80.4% | $92,240-86.6% | $70,126-82.3% |
| Participation rate | 97.7% | 68.7%+29.1pp | 76.5%+21.2pp | 69.5%+28.2pp |
| Annual return | 8.02% | 530.19%-522.2pp | 176.29%-168.3pp | 73.15%-65.1pp |
| Employer contribution / active EE | $1,165 | $2,471-52.8% | $3,680-68.3% | $2,343-50.3% |
| Participant deferral / active EE | $512 | $2,854-82.0% | $3,897-86.9% | $3,332-84.6% |
| Admin fee / account holder | $981 | $3,841-74.5% | $5,194-81.1% | $4,645-78.9% |