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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 | $8,786 | $81,276-89.2% | $155,574-94.4% | $80,925-89.1% |
| Participation rate | 95.6% | 66.2%+29.3pp | 78.2%+17.4pp | 67.7%+27.9pp |
| Annual return | 7.91% | 33.36%-25.5pp | 64.87%-57.0pp | 35.65%-27.7pp |
| Employer contribution / active EE | $741 | $3,103-76.1% | $4,676-84.2% | $2,756-73.1% |
| Participant deferral / active EE | $376 | $3,453-89.1% | $5,629-93.3% | $4,299-91.3% |
| Admin fee / account holder | $1,175 | $7,993-85.3% | $15,914-92.6% | $6,940-83.1% |