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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 | $9,627 | $80,983-88.1% | $96,544-90.0% | $75,177-87.2% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 11.24% | 27.05%-15.8pp | 25.88%-14.6pp | 160.75%-149.5pp |
| Employer contribution / active EE | $800 | $2,282-65.0% | $2,966-73.0% | $2,671-70.1% |
| Participant deferral / active EE | $498 | $3,929-87.3% | $4,851-89.7% | $4,126-87.9% |
| Admin fee / account holder | $2,205 | $6,717-67.2% | $8,254-73.3% | $5,651-61.0% |