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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 | $15,952 | $76,834-79.2% | $108,359-85.3% | $87,485-81.8% |
| Participation rate | 82.6% | 61.7%+20.9pp | 70.1%+12.5pp | 68.9%+13.7pp |
| Annual return | 8.32% | 19.09%-10.8pp | 36.89%-28.6pp | 26.06%-17.7pp |
| Employer contribution / active EE | $610 | $1,556-60.8% | $2,399-74.6% | $2,596-76.5% |
| Participant deferral / active EE | $858 | $3,100-72.3% | $4,137-79.3% | $4,274-79.9% |
| Admin fee / account holder | $3,910 | $6,537-40.2% | $9,741-59.9% | $7,775-49.7% |