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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 | $13,377 | $56,544-76.3% | $75,501-82.3% | $70,126-80.9% |
| Participation rate | 80.3% | 68.1%+12.1pp | 72.4%+7.9pp | 69.5%+10.7pp |
| Annual return | 10.79% | 23.59%-12.8pp | 27.35%-16.6pp | 73.15%-62.4pp |
| Employer contribution / active EE | $448 | $1,817-75.4% | $2,352-81.0% | $2,343-80.9% |
| Participant deferral / active EE | $735 | $2,580-71.5% | $3,142-76.6% | $3,332-77.9% |
| Admin fee / account holder | $314 | $3,827-91.8% | $5,801-94.6% | $4,645-93.2% |