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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 | $14,409 | $57,828-75.1% | $117,039-87.7% | $70,126-79.5% |
| Participation rate | 76.9% | 67.1%+9.8pp | 77.2%-0.3pp | 69.5%+7.4pp |
| Annual return | 8.70% | 17.55%-8.8pp | 18.95%-10.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $688 | $1,816-62.1% | $3,785-81.8% | $2,343-70.6% |
| Participant deferral / active EE | $938 | $2,438-61.5% | $3,929-76.1% | $3,332-71.8% |
| Admin fee / account holder | $5,757 | $3,548+62.2% | $5,974-3.6% | $4,645+23.9% |