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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 | $9,916 | $106,864-90.7% | $147,318-93.3% | $82,637-88.0% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.1%+9.3pp | 68.1%+23.3pp |
| Annual return | 12.97% | 27.49%-14.5pp | 70.43%-57.5pp | 53.51%-40.5pp |
| Employer contribution / active EE | $921 | $3,417-73.1% | $4,593-80.0% | $2,552-63.9% |
| Participant deferral / active EE | $1,341 | $6,496-79.4% | $7,906-83.0% | $4,126-67.5% |
| Admin fee / account holder | $1,630 | $8,415-80.6% | $13,708-88.1% | $7,339-77.8% |