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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 | $3,352 | $47,848-93.0% | $81,473-95.9% | $70,126-95.2% |
| Participation rate | 96.8% | 58.3%+38.5pp | 68.0%+28.8pp | 69.5%+27.2pp |
| Annual return | 5.60% | 27.25%-21.7pp | 38.78%-33.2pp | 73.15%-67.6pp |
| Employer contribution / active EE | $1,657 | $1,527+8.5% | $2,568-35.5% | $2,343-29.3% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $906 | $3,145-71.2% | $4,561-80.1% | $4,645-80.5% |