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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 | $94,436-74.0% | $115,599-78.7% | $82,637-70.3% |
| Participation rate | 93.0% | 70.4%+22.5pp | 74.3%+18.7pp | 68.1%+24.9pp |
| Annual return | 10.95% | 18.37%-7.4pp | 111.10%-100.1pp | 53.51%-42.6pp |
| Employer contribution / active EE | $785 | $2,324-66.2% | $2,955-73.4% | $2,552-69.2% |
| Participant deferral / active EE | $1,663 | $3,955-57.9% | $4,889-66.0% | $4,126-59.7% |
| Admin fee / account holder | $8,582 | $10,328-16.9% | $12,841-33.2% | $7,339+16.9% |