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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 | $8,991 | $67,602-86.7% | $82,312-89.1% | $70,126-87.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 8.88% | 21.57%-12.7pp | 25.88%-17.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $939 | $1,755-46.5% | $2,428-61.3% | $2,343-59.9% |
| Participant deferral / active EE | $298 | $2,987-90.0% | $3,706-92.0% | $3,332-91.1% |
| Admin fee / account holder | $5,786 | $4,512+28.3% | $5,608+3.2% | $4,645+24.6% |