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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 | $6,975 | $52,306-86.7% | $69,779-90.0% | $62,881-88.9% |
| Participation rate | 92.3% | 67.2%+25.1pp | 71.8%+20.5pp | 69.3%+23.0pp |
| Annual return | 1.20% | 13.35%-12.2pp | 12.99%-11.8pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,193 | $1,799-33.7% | $2,338-49.0% | $2,281-47.7% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $516 | $3,691-86.0% | $4,381-88.2% | $4,296-88.0% |