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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 | $13,225 | $84,236-84.3% | $170,435-92.2% | $70,126-81.1% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 8.54% | 23.06%-14.5pp | 205.94%-197.4pp | 73.15%-64.6pp |
| Employer contribution / active EE | $706 | $3,387-79.2% | $5,432-87.0% | $2,343-69.9% |
| Participant deferral / active EE | $459 | $3,086-85.1% | $4,939-90.7% | $3,332-86.2% |
| Admin fee / account holder | $8,427 | $5,698+47.9% | $13,881-39.3% | $4,645+81.4% |