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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 | $14,880 | $52,580-71.7% | $71,671-79.2% | $70,126-78.8% |
| Participation rate | 96.4% | 60.9%+35.6pp | 68.7%+27.7pp | 69.5%+26.9pp |
| Annual return | 9.45% | 20.25%-10.8pp | 20.65%-11.2pp | 73.15%-63.7pp |
| Employer contribution / active EE | $374 | $1,616-76.9% | $2,460-84.8% | $2,343-84.0% |
| Participant deferral / active EE | $600 | $2,386-74.9% | $3,438-82.6% | $3,332-82.0% |
| Admin fee / account holder | $4,448 | $3,653+21.8% | $5,558-20.0% | $4,645-4.2% |