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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 | $15,087 | $72,492-79.2% | $87,102-82.7% | $72,983-79.3% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 5.68% | 24.46%-18.8pp | 28.19%-22.5pp | 81.01%-75.3pp |
| Employer contribution / active EE | $606 | $1,894-68.0% | $2,521-76.0% | $2,440-75.2% |
| Participant deferral / active EE | $396 | $3,270-87.9% | $4,048-90.2% | $3,608-89.0% |
| Admin fee / account holder | $1,030 | $5,055-79.6% | $7,491-86.3% | $5,124-79.9% |