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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 | $10,128 | $83,090-87.8% | $130,062-92.2% | $71,529-85.8% |
| Participation rate | 72.3% | 74.1%-1.8pp | 78.5%-6.2pp | 67.9%+4.3pp |
| Annual return | 12.95% | 20.61%-7.7pp | -137.37%+150.3pp | 28.97%-16.0pp |
| Employer contribution / active EE | $984 | $2,624-62.5% | $4,322-77.2% | $2,590-62.0% |
| Participant deferral / active EE | $892 | $4,436-79.9% | $5,821-84.7% | $4,291-79.2% |
| Admin fee / account holder | $918 | $1,727-46.8% | $10,601-91.3% | $1,588-42.2% |