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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 | $12,625 | $106,749-88.2% | $145,433-91.3% | $82,448-84.7% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 10.91% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $714 | $3,444-79.3% | $4,554-84.3% | $2,551-72.0% |
| Participant deferral / active EE | $2,455 | $6,519-62.3% | $7,897-68.9% | $4,139-40.7% |
| Admin fee / account holder | $1,467 | $8,390-82.5% | $13,129-88.8% | $7,234-79.7% |