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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 | $7,633 | $62,672-87.8% | $185,117-95.9% | $70,126-89.1% |
| Participation rate | 75.0% | 63.8%+11.2pp | 77.3%-2.3pp | 69.5%+5.5pp |
| Annual return | 9.99% | 40.79%-30.8pp | 40.50%-30.5pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,473 | $1,753-16.0% | $4,182-64.8% | $2,343-37.1% |
| Participant deferral / active EE | $842 | $3,272-74.3% | $5,045-83.3% | $3,332-74.7% |
| Admin fee / account holder | $1,069 | $3,932-72.8% | $8,159-86.9% | $4,645-77.0% |