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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 | $14,310 | $89,259-84.0% | $107,187-86.6% | $82,637-82.7% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 7.66% | 21.02%-13.4pp | 204.55%-196.9pp | 53.51%-45.9pp |
| Employer contribution / active EE | $3,301 | $3,080+7.2% | $3,782-12.7% | $2,552+29.3% |
| Participant deferral / active EE | $686 | $4,037-83.0% | $5,096-86.5% | $4,126-83.4% |
| Admin fee / account holder | $812 | $7,381-89.0% | $9,162-91.1% | $7,339-88.9% |