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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 | $13,373 | $96,558-86.2% | $80,977-83.5% | $273,972-95.1% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 1.51% | 15.14%-13.6pp | 17.11%-15.6pp | 41.46%-39.9pp |
| Employer contribution / active EE | $1,092 | $4,869-77.6% | $3,715-70.6% | $4,869-77.6% |
| Participant deferral / active EE | $1,365 | $6,598-79.3% | $5,696-76.0% | $5,287-74.2% |
| Admin fee / account holder | $4,607 | $7,493-38.5% | $5,517-16.5% | $10,133-54.5% |