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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 | $10,274 | $72,273-85.8% | $101,275-89.9% | $79,856-87.1% |
| Participation rate | 82.2% | 68.5%+13.8pp | 75.8%+6.4pp | 69.6%+12.6pp |
| Annual return | 3.71% | 22.30%-18.6pp | 46.48%-42.8pp | 31.71%-28.0pp |
| Employer contribution / active EE | $1,214 | $2,691-54.9% | $3,660-66.8% | $2,471-50.9% |
| Participant deferral / active EE | $899 | $3,282-72.6% | $4,371-79.4% | $3,741-76.0% |
| Admin fee / account holder | $309 | $4,401-93.0% | $5,948-94.8% | $5,306-94.2% |