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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 | $11,513 | $58,523-80.3% | $99,475-88.4% | $72,975-84.2% |
| Participation rate | 76.7% | 64.6%+12.1pp | 73.8%+2.9pp | 69.5%+7.3pp |
| Annual return | 4.28% | 28.51%-24.2pp | 30.72%-26.4pp | 81.01%-76.7pp |
| Employer contribution / active EE | $423 | $1,512-72.0% | $2,540-83.3% | $2,440-82.6% |
| Participant deferral / active EE | $989 | $2,606-62.0% | $3,619-72.7% | $3,608-72.6% |
| Admin fee / account holder | $2,385 | $4,102-41.9% | $6,252-61.9% | $5,124-53.5% |