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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 | $78,520-88.9% | $96,576-91.0% | $82,448-89.4% |
| Participation rate | 81.6% | 77.7%+3.8pp | 81.4%+0.1pp | 68.1%+13.5pp |
| Annual return | 5.57% | 41.30%-35.7pp | 38.47%-32.9pp | 41.64%-36.1pp |
| Employer contribution / active EE | $666 | $2,630-74.7% | $3,553-81.3% | $2,551-73.9% |
| Participant deferral / active EE | $1,684 | $6,754-75.1% | $7,956-78.8% | $4,139-59.3% |
| Admin fee / account holder | $573 | $13,455-95.7% | $11,381-95.0% | $7,234-92.1% |