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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 | $10,111 | $78,423-87.1% | $95,964-89.5% | $79,856-87.3% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 2.10% | 19.37%-17.3pp | 91.64%-89.5pp | 31.71%-29.6pp |
| Employer contribution / active EE | $851 | $1,945-56.3% | $2,541-66.5% | $2,471-65.6% |
| Participant deferral / active EE | $1,155 | $3,440-66.4% | $4,167-72.3% | $3,741-69.1% |
| Admin fee / account holder | $6,747 | $5,622+20.0% | $6,797-0.7% | $5,306+27.1% |