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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 | $6,877 | $67,602-89.8% | $82,312-91.6% | $70,126-90.2% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 11.84% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $652 | $1,755-62.8% | $2,428-73.1% | $2,343-72.2% |
| Participant deferral / active EE | $557 | $2,987-81.4% | $3,706-85.0% | $3,332-83.3% |
| Admin fee / account holder | $2,155 | $4,512-52.2% | $5,608-61.6% | $4,645-53.6% |