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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 | $9,223 | $87,037-89.4% | $106,201-91.3% | $80,874-88.6% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-2.0pp | 67.6%+5.7pp |
| Annual return | 9.01% | 17.05%-8.0pp | 116.26%-107.2pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,162 | $2,396-51.5% | $3,170-63.3% | $2,756-57.8% |
| Participant deferral / active EE | $867 | $3,986-78.2% | $5,012-82.7% | $4,297-79.8% |
| Admin fee / account holder | $984 | $8,434-88.3% | $11,039-91.1% | $6,935-85.8% |