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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 | $13,522 | $58,895-77.0% | $178,503-92.4% | $73,497-81.6% |
| Participation rate | 88.9% | 66.2%+22.7pp | 81.9%+7.0pp | 70.7%+18.2pp |
| Annual return | 5.57% | 24.86%-19.3pp | 151.12%-145.5pp | 28.51%-22.9pp |
| Employer contribution / active EE | $2,787 | $2,236+24.6% | $5,011-44.4% | $2,270+22.8% |
| Participant deferral / active EE | $190 | $2,567-92.6% | $5,202-96.3% | $3,740-94.9% |
| Admin fee / account holder | $1,084 | $400+170.8% | $13,987-92.2% | $513+111.3% |