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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 | $10,315 | $102,422-89.9% | $147,117-93.0% | $80,959-87.3% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 8.67% | 135.16%-126.5pp | 420.54%-411.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,737 | $3,717-53.3% | $4,932-64.8% | $2,757-37.0% |
| Participant deferral / active EE | $2,445 | $6,652-63.2% | $8,065-69.7% | $4,300-43.1% |
| Admin fee / account holder | $882 | $7,953-88.9% | $12,993-93.2% | $6,925-87.3% |