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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 | $9,421 | $67,602-86.1% | $82,312-88.6% | $70,126-86.6% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 10.07% | 21.57%-11.5pp | 25.88%-15.8pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,018 | $1,755-42.0% | $2,428-58.1% | $2,343-56.5% |
| Participant deferral / active EE | $527 | $2,987-82.4% | $3,706-85.8% | $3,332-84.2% |
| Admin fee / account holder | $1,057 | $4,512-76.6% | $5,608-81.2% | $4,645-77.2% |