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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 | $18,327 | $71,230-74.3% | $93,727-80.4% | $80,959-77.4% |
| Participation rate | 75.3% | 60.4%+14.9pp | 68.7%+6.5pp | 67.7%+7.6pp |
| Annual return | 6.43% | 11.26%-4.8pp | 133.83%-127.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $757 | $1,565-51.6% | $2,421-68.7% | $2,757-72.5% |
| Participant deferral / active EE | $936 | $4,037-76.8% | $4,417-78.8% | $4,300-78.2% |
| Admin fee / account holder | $704 | $6,961-89.9% | $8,292-91.5% | $6,925-89.8% |