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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 | $9,819 | $81,504-88.0% | $102,437-90.4% | $80,959-87.9% |
| Participation rate | 73.3% | 66.9%+6.5pp | 74.5%-1.2pp | 67.7%+5.7pp |
| Annual return | 7.82% | 25.60%-17.8pp | 24.95%-17.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $966 | $3,104-68.9% | $3,871-75.1% | $2,757-65.0% |
| Participant deferral / active EE | $1,134 | $3,871-70.7% | $5,060-77.6% | $4,300-73.6% |
| Admin fee / account holder | $455 | $6,719-93.2% | $8,388-94.6% | $6,925-93.4% |