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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 | $78,690-92.3% | $161,489-96.2% | $87,485-93.0% |
| Participation rate | 86.4% | 67.5%+18.9pp | 78.7%+7.7pp | 68.9%+17.4pp |
| Annual return | 10.80% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $433 | $2,588-83.3% | $4,268-89.9% | $2,596-83.3% |
| Participant deferral / active EE | $329 | $3,311-90.1% | $5,630-94.2% | $4,274-92.3% |
| Admin fee / account holder | $1,109 | $6,724-83.5% | $16,006-93.1% | $7,775-85.7% |