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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 | $8,099 | $70,002-88.4% | $115,037-93.0% | $52,331-84.5% |
| Participation rate | 97.0% | 72.1%+24.9pp | 81.4%+15.7pp | 68.1%+28.9pp |
| Annual return | -1.64% | 4.04%-5.7pp | 26.14%-27.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,242 | $2,715-54.3% | $4,608-73.1% | $1,882-34.0% |
| Participant deferral / active EE | $1,168 | $4,920-76.3% | $6,026-80.6% | $3,022-61.3% |
| Admin fee / account holder | $531 | $566-6.1% | $8,175-93.5% | $592-10.2% |