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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 | $9,778 | $47,848-79.6% | $81,473-88.0% | $70,126-86.1% |
| Participation rate | 90.9% | 58.3%+32.6pp | 68.0%+23.0pp | 69.5%+21.4pp |
| Annual return | 9.62% | 27.25%-17.6pp | 38.78%-29.2pp | 73.15%-63.5pp |
| Employer contribution / active EE | $3,634 | $1,527+138.0% | $2,568+41.5% | $2,343+55.1% |
| Participant deferral / active EE | $696 | $2,453-71.6% | $3,537-80.3% | $3,332-79.1% |
| Admin fee / account holder | $3,853 | $3,145+22.5% | $4,561-15.5% | $4,645-17.1% |