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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 | $12,973 | $56,894-77.2% | $84,753-84.7% | $62,881-79.4% |
| Participation rate | 76.0% | 68.5%+7.5pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 0.40% | 6.30%-5.9pp | 22.78%-22.4pp | 20.14%-19.7pp |
| Employer contribution / active EE | $3,007 | $2,400+25.3% | $3,574-15.9% | $2,281+31.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $799 | $3,581-77.7% | $5,333-85.0% | $4,296-81.4% |