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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 | $23,348 | $83,061-71.9% | $126,068-81.5% | $94,015-75.2% |
| Participation rate | 83.8% | 81.2%+2.6pp | 84.7%-0.9pp | 70.8%+13.0pp |
| Annual return | 5.95% | 20.41%-14.5pp | 15.01%-9.1pp | 17.84%-11.9pp |
| Employer contribution / active EE | $500 | $2,864-82.5% | $3,968-87.4% | $2,790-82.1% |
| Participant deferral / active EE | $655 | $7,042-90.7% | $8,214-92.0% | $4,249-84.6% |
| Admin fee / account holder | $9,267 | $7,208+28.6% | $18,264-49.3% | $8,951+3.5% |