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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 | $5,356 | $86,938-93.8% | $102,423-94.8% | $80,925-93.4% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.7%+20.3pp |
| Annual return | 7.94% | 18.89%-11.0pp | 29.42%-21.5pp | 35.65%-27.7pp |
| Employer contribution / active EE | $697 | $2,369-70.6% | $3,023-77.0% | $2,756-74.7% |
| Participant deferral / active EE | $1,124 | $4,120-72.7% | $5,054-77.8% | $4,299-73.9% |
| Admin fee / account holder | $2,787 | $8,053-65.4% | $9,455-70.5% | $6,940-59.8% |