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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 | $13,506 | $78,707-82.8% | $117,861-88.5% | $70,126-80.7% |
| Participation rate | 75.4% | 73.2%+2.2pp | 79.7%-4.3pp | 69.5%+5.8pp |
| Annual return | 12.05% | 23.30%-11.2pp | 335.11%-323.1pp | 73.15%-61.1pp |
| Employer contribution / active EE | $850 | $2,223-61.8% | $3,786-77.6% | $2,343-63.7% |
| Participant deferral / active EE | $1,308 | $3,297-60.3% | $4,482-70.8% | $3,332-60.7% |
| Admin fee / account holder | $3,171 | $5,066-37.4% | $8,021-60.5% | $4,645-31.7% |