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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 | $17,305 | $60,349-71.3% | $74,184-76.7% | $62,881-72.5% |
| Participation rate | 71.8% | 72.7%-0.9pp | 76.6%-4.8pp | 69.3%+2.5pp |
| Annual return | 4.34% | 21.38%-17.0pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $410 | $1,680-75.6% | $2,370-82.7% | $2,281-82.0% |
| Participant deferral / active EE | $1,205 | $2,856-57.8% | $3,550-66.1% | $3,203-62.4% |
| Admin fee / account holder | $2,393 | $4,261-43.8% | $5,586-57.2% | $4,296-44.3% |