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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 | $10,847 | $67,602-84.0% | $82,312-86.8% | $70,126-84.5% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 6.16% | 21.57%-15.4pp | 25.88%-19.7pp | 73.15%-67.0pp |
| Employer contribution / active EE | $598 | $1,755-65.9% | $2,428-75.4% | $2,343-74.5% |
| Participant deferral / active EE | $380 | $2,987-87.3% | $3,706-89.8% | $3,332-88.6% |
| Admin fee / account holder | $10,537 | $4,512+133.6% | $5,608+87.9% | $4,645+126.8% |