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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 | $12,935 | $84,236-84.6% | $170,435-92.4% | $70,126-81.6% |
| Participation rate | 80.5% | 70.8%+9.7pp | 83.6%-3.1pp | 69.5%+10.9pp |
| Annual return | 11.25% | 23.06%-11.8pp | 205.94%-194.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $560 | $3,387-83.5% | $5,432-89.7% | $2,343-76.1% |
| Participant deferral / active EE | $818 | $3,086-73.5% | $4,939-83.4% | $3,332-75.5% |
| Admin fee / account holder | $406 | $5,698-92.9% | $13,881-97.1% | $4,645-91.3% |