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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 | $8,732 | $83,061-89.5% | $126,068-93.1% | $94,015-90.7% |
| Participation rate | 81.6% | 81.2%+0.4pp | 84.7%-3.1pp | 70.8%+10.8pp |
| Annual return | 5.57% | 20.41%-14.8pp | 15.01%-9.4pp | 17.84%-12.3pp |
| Employer contribution / active EE | $666 | $2,864-76.7% | $3,968-83.2% | $2,790-76.1% |
| Participant deferral / active EE | $1,684 | $7,042-76.1% | $8,214-79.5% | $4,249-60.4% |
| Admin fee / account holder | $573 | $7,208-92.0% | $18,264-96.9% | $8,951-93.6% |