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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 | $7,676 | $81,504-90.6% | $102,437-92.5% | $80,959-90.5% |
| Participation rate | 89.4% | 66.9%+22.5pp | 74.5%+14.9pp | 67.7%+21.7pp |
| Annual return | 10.35% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,744 | $3,104-43.8% | $3,871-54.9% | $2,757-36.7% |
| Participant deferral / active EE | $150 | $3,871-96.1% | $5,060-97.0% | $4,300-96.5% |
| Admin fee / account holder | $563 | $6,719-91.6% | $8,388-93.3% | $6,925-91.9% |