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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 | $8,364 | $81,504-89.7% | $102,437-91.8% | $80,959-89.7% |
| Participation rate | 89.2% | 66.9%+22.3pp | 74.5%+14.7pp | 67.7%+21.5pp |
| Annual return | 7.72% | 25.60%-17.9pp | 24.95%-17.2pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,361 | $3,104-56.2% | $3,871-64.8% | $2,757-50.6% |
| Participant deferral / active EE | $486 | $3,871-87.4% | $5,060-90.4% | $4,300-88.7% |
| Admin fee / account holder | $3,259 | $6,719-51.5% | $8,388-61.1% | $6,925-52.9% |