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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 | $5,916 | $72,486-91.8% | $87,103-93.2% | $72,976-91.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 2.55% | 24.46%-21.9pp | 28.19%-25.6pp | 81.02%-78.5pp |
| Employer contribution / active EE | $833 | $1,894-56.0% | $2,521-67.0% | $2,440-65.9% |
| Participant deferral / active EE | $1,295 | $3,270-60.4% | $4,049-68.0% | $3,608-64.1% |
| Admin fee / account holder | $849 | $5,055-83.2% | $7,491-88.7% | $5,124-83.4% |