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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 | $16,270 | $67,411-75.9% | $91,004-82.1% | $70,126-76.8% |
| Participation rate | 77.4% | 71.4%+6.1pp | 75.6%+1.8pp | 69.5%+7.9pp |
| Annual return | 11.10% | -40.16%+51.3pp | 4.60%+6.5pp | 73.15%-62.1pp |
| Employer contribution / active EE | $510 | $1,786-71.5% | $2,456-79.2% | $2,343-78.2% |
| Participant deferral / active EE | $777 | $2,823-72.5% | $3,548-78.1% | $3,332-76.7% |
| Admin fee / account holder | $608 | $4,236-85.6% | $5,417-88.8% | $4,645-86.9% |