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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 | $16,436 | $70,917-76.8% | $98,920-83.4% | $73,497-77.6% |
| Participation rate | 90.8% | 73.8%+17.0pp | 76.0%+14.8pp | 70.7%+20.1pp |
| Annual return | 10.96% | 34.18%-23.2pp | 196.47%-185.5pp | 28.51%-17.6pp |
| Employer contribution / active EE | $667 | $2,037-67.3% | $2,689-75.2% | $2,270-70.6% |
| Participant deferral / active EE | $731 | $3,501-79.1% | $4,245-82.8% | $3,740-80.5% |
| Admin fee / account holder | $5,117 | $535+856.8% | $6,643-23.0% | $513+897.4% |