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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 | $2,538 | $67,602-96.2% | $82,312-96.9% | $70,126-96.4% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 6.27% | 21.57%-15.3pp | 25.88%-19.6pp | 73.15%-66.9pp |
| Employer contribution / active EE | $417 | $1,755-76.3% | $2,428-82.8% | $2,343-82.2% |
| Participant deferral / active EE | $665 | $2,987-77.7% | $3,706-82.1% | $3,332-80.0% |
| Admin fee / account holder | $783 | $4,512-82.6% | $5,608-86.0% | $4,645-83.1% |