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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 | $10,403 | $49,025-78.8% | $87,502-88.1% | $62,881-83.5% |
| Participation rate | 85.2% | 64.9%+20.3pp | 73.8%+11.3pp | 69.3%+15.9pp |
| Annual return | 0.28% | 10.02%-9.7pp | 12.21%-11.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,205 | $1,372-12.1% | $2,550-52.7% | $2,281-47.1% |
| Participant deferral / active EE | $470 | $2,289-79.5% | $3,149-85.1% | $3,203-85.3% |
| Admin fee / account holder | $960 | $4,065-76.4% | $4,221-77.2% | $4,296-77.6% |