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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 | $17,256 | $67,602-74.5% | $82,312-79.0% | $70,126-75.4% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 3.08% | 21.57%-18.5pp | 25.88%-22.8pp | 73.15%-70.1pp |
| Employer contribution / active EE | $794 | $1,755-54.8% | $2,428-67.3% | $2,343-66.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $718 | $4,512-84.1% | $5,608-87.2% | $4,645-84.5% |