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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 | $8,359 | $67,602-87.6% | $82,312-89.8% | $70,126-88.1% |
| Participation rate | 77.0% | 72.8%+4.3pp | 76.9%+0.2pp | 69.5%+7.5pp |
| Annual return | 6.74% | 21.57%-14.8pp | 25.88%-19.1pp | 73.15%-66.4pp |
| Employer contribution / active EE | $443 | $1,755-74.8% | $2,428-81.8% | $2,343-81.1% |
| Participant deferral / active EE | $731 | $2,987-75.5% | $3,706-80.3% | $3,332-78.1% |
| Admin fee / account holder | $436 | $4,512-90.3% | $5,608-92.2% | $4,645-90.6% |