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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 | $24,565 | $94,031-73.9% | $115,768-78.8% | $82,448-70.2% |
| Participation rate | 93.0% | 70.4%+22.5pp | 74.4%+18.6pp | 68.1%+24.9pp |
| Annual return | 10.95% | 20.61%-9.7pp | 100.46%-89.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $785 | $2,323-66.2% | $2,940-73.3% | $2,551-69.2% |
| Participant deferral / active EE | $1,663 | $3,972-58.1% | $4,917-66.2% | $4,139-59.8% |
| Admin fee / account holder | $8,582 | $10,249-16.3% | $12,439-31.0% | $7,234+18.6% |