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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 | $13,857 | $78,425-82.3% | $95,956-85.6% | $79,858-82.6% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 1.49% | 19.37%-17.9pp | 91.63%-90.1pp | 31.72%-30.2pp |
| Employer contribution / active EE | $1,171 | $1,945-39.8% | $2,541-53.9% | $2,471-52.6% |
| Participant deferral / active EE | $244 | $3,440-92.9% | $4,167-94.1% | $3,740-93.5% |
| Admin fee / account holder | $1,641 | $5,622-70.8% | $6,797-75.9% | $5,306-69.1% |