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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 | $9,607 | $85,515-88.8% | $112,040-91.4% | $67,986-85.9% |
| Participation rate | 96.6% | 68.2%+28.3pp | 76.5%+20.1pp | 57.2%+39.3pp |
| Annual return | 12.52% | 29.68%-17.2pp | 24.52%-12.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $830 | $2,191-62.1% | $2,954-71.9% | $2,019-58.9% |
| Participant deferral / active EE | $207 | $4,014-94.8% | $5,098-95.9% | $3,358-93.8% |
| Admin fee / account holder | $1,780 | $3,774-52.8% | $12,098-85.3% | $3,203-44.4% |