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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 | $13,351 | $84,236-84.2% | $170,435-92.2% | $70,126-81.0% |
| Participation rate | 71.0% | 70.8%+0.1pp | 83.6%-12.6pp | 69.5%+1.4pp |
| Annual return | 8.70% | 23.06%-14.4pp | 205.94%-197.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $730 | $3,387-78.5% | $5,432-86.6% | $2,343-68.9% |
| Participant deferral / active EE | $741 | $3,086-76.0% | $4,939-85.0% | $3,332-77.8% |
| Admin fee / account holder | $492 | $5,698-91.4% | $13,881-96.5% | $4,645-89.4% |