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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 | $13,895 | $67,602-79.4% | $82,312-83.1% | $70,126-80.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 3.53% | 21.57%-18.0pp | 25.88%-22.3pp | 73.15%-69.6pp |
| Employer contribution / active EE | $667 | $1,755-62.0% | $2,428-72.5% | $2,343-71.5% |
| Participant deferral / active EE | $381 | $2,987-87.3% | $3,706-89.7% | $3,332-88.6% |
| Admin fee / account holder | $324 | $4,512-92.8% | $5,608-94.2% | $4,645-93.0% |