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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 | $13,297 | $84,236-84.2% | $170,435-92.2% | $70,126-81.0% |
| Participation rate | 77.2% | 70.8%+6.4pp | 83.6%-6.4pp | 69.5%+7.7pp |
| Annual return | 11.78% | 23.06%-11.3pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $588 | $3,387-82.6% | $5,432-89.2% | $2,343-74.9% |
| Participant deferral / active EE | $823 | $3,086-73.3% | $4,939-83.3% | $3,332-75.3% |
| Admin fee / account holder | $594 | $5,698-89.6% | $13,881-95.7% | $4,645-87.2% |