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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 | $7,963 | $45,050-82.3% | $63,018-87.4% | $70,126-88.6% |
| Participation rate | 79.2% | 69.5%+9.7pp | 74.8%+4.4pp | 69.5%+9.6pp |
| Annual return | 10.50% | 18.76%-8.3pp | 87.62%-77.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $471 | $2,052-77.1% | $2,761-82.9% | $2,343-79.9% |
| Participant deferral / active EE | $566 | $2,466-77.0% | $3,330-83.0% | $3,332-83.0% |
| Admin fee / account holder | $1,678 | $2,834-40.8% | $3,601-53.4% | $4,645-63.9% |