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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 | $13,741 | $81,487-83.1% | $102,412-86.6% | $80,935-83.0% |
| Participation rate | 83.7% | 66.8%+16.8pp | 74.5%+9.2pp | 67.7%+16.0pp |
| Annual return | 8.21% | 25.60%-17.4pp | 24.94%-16.7pp | 35.66%-27.4pp |
| Employer contribution / active EE | $831 | $3,103-73.2% | $3,870-78.5% | $2,757-69.8% |
| Participant deferral / active EE | $1,151 | $3,871-70.3% | $5,060-77.3% | $4,299-73.2% |
| Admin fee / account holder | $348 | $6,717-94.8% | $8,388-95.9% | $6,924-95.0% |