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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 | $7,614 | $72,492-89.5% | $87,104-91.3% | $72,975-89.6% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 12.66% | 24.46%-11.8pp | 28.19%-15.5pp | 81.01%-68.4pp |
| Employer contribution / active EE | $1,832 | $1,894-3.2% | $2,521-27.3% | $2,440-24.9% |
| Participant deferral / active EE | $268 | $3,270-91.8% | $4,048-93.4% | $3,608-92.6% |
| Admin fee / account holder | $1,286 | $5,055-74.6% | $7,491-82.8% | $5,124-74.9% |