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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 | $77,358-88.7% | $102,184-91.5% | $87,485-90.0% |
| Participation rate | 81.6% | 78.7%+2.9pp | 82.6%-1.0pp | 68.9%+12.6pp |
| Annual return | 5.57% | 41.11%-35.5pp | 31.58%-26.0pp | 26.06%-20.5pp |
| Employer contribution / active EE | $666 | $2,562-74.0% | $3,594-81.5% | $2,596-74.4% |
| Participant deferral / active EE | $1,684 | $6,753-75.1% | $8,309-79.7% | $4,274-60.6% |
| Admin fee / account holder | $573 | $6,809-91.6% | $11,609-95.1% | $7,775-92.6% |