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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 | $7,478 | $76,551-90.2% | $123,894-94.0% | $62,881-88.1% |
| Participation rate | 96.1% | 73.0%+23.1pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 0.17% | 18.68%-18.5pp | 47.52%-47.3pp | 20.14%-20.0pp |
| Employer contribution / active EE | $934 | $2,882-67.6% | $4,617-79.8% | $2,281-59.1% |
| Participant deferral / active EE | $545 | $4,840-88.7% | $5,984-90.9% | $3,203-83.0% |
| Admin fee / account holder | $2,710 | $4,826-43.8% | $8,357-67.6% | $4,296-36.9% |