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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 | $4,489 | $56,894-92.1% | $84,753-94.7% | $62,881-92.9% |
| Participation rate | 84.0% | 68.5%+15.5pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 2.83% | 6.30%-3.5pp | 22.78%-20.0pp | 20.14%-17.3pp |
| Employer contribution / active EE | $2,368 | $2,400-1.3% | $3,574-33.8% | $2,281+3.8% |
| Participant deferral / active EE | $593 | $2,709-78.1% | $3,712-84.0% | $3,203-81.5% |
| Admin fee / account holder | $416 | $3,581-88.4% | $5,333-92.2% | $4,296-90.3% |