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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 | $26,522 | $87,059-69.5% | $105,608-74.9% | $80,925-67.2% |
| Participation rate | 96.3% | 70.4%+25.8pp | 75.3%+21.0pp | 67.7%+28.6pp |
| Annual return | 9.37% | 17.05%-7.7pp | 116.50%-107.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $956 | $2,396-60.1% | $3,167-69.8% | $2,756-65.3% |
| Participant deferral / active EE | $662 | $3,986-83.4% | $5,010-86.8% | $4,299-84.6% |
| Admin fee / account holder | $4,816 | $8,443-43.0% | $11,028-56.3% | $6,940-30.6% |