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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 | $9,443 | $67,602-86.0% | $82,312-88.5% | $70,126-86.5% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 9.08% | 21.57%-12.5pp | 25.88%-16.8pp | 73.15%-64.1pp |
| Employer contribution / active EE | $392 | $1,755-77.7% | $2,428-83.9% | $2,343-83.3% |
| Participant deferral / active EE | $1,212 | $2,987-59.4% | $3,706-67.3% | $3,332-63.6% |
| Admin fee / account holder | $2,684 | $4,512-40.5% | $5,608-52.1% | $4,645-42.2% |