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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 | $14,310 | $93,345-84.7% | $119,126-88.0% | $87,485-83.6% |
| Participation rate | 71.4% | 68.7%+2.7pp | 75.8%-4.3pp | 68.9%+2.5pp |
| Annual return | 7.66% | 19.08%-11.4pp | 282.11%-274.5pp | 26.06%-18.4pp |
| Employer contribution / active EE | $3,301 | $3,172+4.1% | $4,034-18.2% | $2,596+27.1% |
| Participant deferral / active EE | $686 | $4,099-83.3% | $5,318-87.1% | $4,274-84.0% |
| Admin fee / account holder | $812 | $8,039-89.9% | $10,693-92.4% | $7,775-89.6% |