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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 | $10,239 | $56,894-82.0% | $84,753-87.9% | $62,881-83.7% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 0.73% | 6.30%-5.6pp | 22.78%-22.1pp | 20.14%-19.4pp |
| Employer contribution / active EE | $2,294 | $2,400-4.4% | $3,574-35.8% | $2,281+0.6% |
| Participant deferral / active EE | $146 | $2,709-94.6% | $3,712-96.1% | $3,203-95.5% |
| Admin fee / account holder | $2,626 | $3,581-26.7% | $5,333-50.8% | $4,296-38.9% |