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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 | $11,241 | $53,128-78.8% | $86,582-87.0% | $70,126-84.0% |
| Participation rate | 78.9% | 65.3%+13.6pp | 73.5%+5.4pp | 69.5%+9.4pp |
| Annual return | 10.52% | 27.66%-17.1pp | 965.08%-954.6pp | 73.15%-62.6pp |
| Employer contribution / active EE | $989 | $2,068-52.2% | $2,839-65.2% | $2,343-57.8% |
| Participant deferral / active EE | $704 | $2,695-73.9% | $3,609-80.5% | $3,332-78.9% |
| Admin fee / account holder | $3,775 | $3,584+5.3% | $4,904-23.0% | $4,645-18.7% |