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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 | $8,678 | $76,367-88.6% | $93,614-90.7% | $72,983-88.1% |
| Participation rate | 84.2% | 71.7%+12.5pp | 75.8%+8.4pp | 69.5%+14.7pp |
| Annual return | 9.35% | 25.82%-16.5pp | 32.76%-23.4pp | 81.01%-71.7pp |
| Employer contribution / active EE | $659 | $2,275-71.0% | $2,718-75.8% | $2,440-73.0% |
| Participant deferral / active EE | $1,116 | $3,538-68.4% | $4,069-72.6% | $3,608-69.1% |
| Admin fee / account holder | $1,669 | $6,838-75.6% | $7,889-78.8% | $5,124-67.4% |