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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 | $6,091 | $76,407-92.0% | $150,298-95.9% | $82,448-92.6% |
| Participation rate | 86.4% | 66.4%+20.0pp | 77.8%+8.6pp | 68.1%+18.3pp |
| Annual return | 10.80% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $433 | $2,614-83.4% | $4,154-89.6% | $2,551-83.0% |
| Participant deferral / active EE | $329 | $3,214-89.8% | $5,453-94.0% | $4,139-92.0% |
| Admin fee / account holder | $1,109 | $6,352-82.5% | $14,116-92.1% | $7,234-84.7% |