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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 | $8,665 | $56,894-84.8% | $84,753-89.8% | $62,881-86.2% |
| Participation rate | 90.5% | 68.5%+22.0pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | 2.84% | 6.30%-3.5pp | 22.78%-19.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $2,959 | $2,400+23.3% | $3,574-17.2% | $2,281+29.7% |
| Participant deferral / active EE | $68 | $2,709-97.5% | $3,712-98.2% | $3,203-97.9% |
| Admin fee / account holder | $726 | $3,581-79.7% | $5,333-86.4% | $4,296-83.1% |