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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 | $13,020 | $48,364-73.1% | $71,796-81.9% | $62,881-79.3% |
| Participation rate | 96.8% | 60.6%+36.2pp | 69.1%+27.7pp | 69.3%+27.5pp |
| Annual return | 1.62% | 13.16%-11.5pp | 78.04%-76.4pp | 20.14%-18.5pp |
| Employer contribution / active EE | $317 | $1,042-69.5% | $1,924-83.5% | $2,281-86.1% |
| Participant deferral / active EE | $727 | $2,091-65.2% | $2,794-74.0% | $3,203-77.3% |
| Admin fee / account holder | $498 | $3,771-86.8% | $4,815-89.7% | $4,296-88.4% |