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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 | $9,966 | $58,828-83.1% | $78,002-87.2% | $62,881-84.2% |
| Participation rate | 95.7% | 71.1%+24.6pp | 75.5%+20.1pp | 69.3%+26.3pp |
| Annual return | 4.63% | 17.16%-12.5pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,643 | $1,672-1.7% | $2,470-33.5% | $2,281-28.0% |
| Participant deferral / active EE | $682 | $2,686-74.6% | $3,497-80.5% | $3,203-78.7% |
| Admin fee / account holder | $784 | $4,393-82.1% | $5,481-85.7% | $4,296-81.7% |