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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 | $12,898 | $124,330-89.6% | $109,173-88.2% | $167,536-92.3% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 8.55% | 26.04%-17.5pp | 25.75%-17.2pp | 478.82%-470.3pp |
| Employer contribution / active EE | $1,213 | $4,209-71.2% | $3,723-67.4% | $4,839-74.9% |
| Participant deferral / active EE | $933 | $5,256-82.2% | $4,654-79.9% | $6,342-85.3% |
| Admin fee / account holder | $5,662 | $7,974-29.0% | $6,755-16.2% | $12,315-54.0% |