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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 | $12,391 | $84,236-85.3% | $170,435-92.7% | $70,126-82.3% |
| Participation rate | 98.0% | 70.8%+27.1pp | 83.6%+14.4pp | 69.5%+28.4pp |
| Annual return | 7.06% | 23.06%-16.0pp | 205.94%-198.9pp | 73.15%-66.1pp |
| Employer contribution / active EE | $815 | $3,387-76.0% | $5,432-85.0% | $2,343-65.2% |
| Participant deferral / active EE | $633 | $3,086-79.5% | $4,939-87.2% | $3,332-81.0% |
| Admin fee / account holder | $3,810 | $5,698-33.1% | $13,881-72.6% | $4,645-18.0% |