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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 | $25,362 | $78,707-67.8% | $117,861-78.5% | $70,126-63.8% |
| Participation rate | 87.1% | 73.2%+13.9pp | 79.7%+7.4pp | 69.5%+17.6pp |
| Annual return | 10.98% | 23.30%-12.3pp | 335.11%-324.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $671 | $2,223-69.8% | $3,786-82.3% | $2,343-71.4% |
| Participant deferral / active EE | $885 | $3,297-73.2% | $4,482-80.3% | $3,332-73.4% |
| Admin fee / account holder | $560 | $5,066-89.0% | $8,021-93.0% | $4,645-88.0% |