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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 | $4,260 | $45,041-90.5% | $63,003-93.2% | $70,131-93.9% |
| Participation rate | 87.8% | 69.5%+18.2pp | 74.8%+12.9pp | 69.5%+18.2pp |
| Annual return | 10.85% | 18.76%-7.9pp | 87.59%-76.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $368 | $2,052-82.1% | $2,760-86.7% | $2,342-84.3% |
| Participant deferral / active EE | $531 | $2,465-78.5% | $3,329-84.1% | $3,332-84.1% |
| Admin fee / account holder | $708 | $2,836-75.0% | $3,600-80.3% | $4,645-84.8% |