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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 | $3,446 | $76,371-95.5% | $93,621-96.3% | $72,976-95.3% |
| Participation rate | 80.4% | 71.8%+8.6pp | 75.8%+4.6pp | 69.5%+10.9pp |
| Annual return | 12.26% | 25.82%-13.6pp | 32.76%-20.5pp | 81.02%-68.8pp |
| Employer contribution / active EE | $573 | $2,276-74.8% | $2,719-78.9% | $2,440-76.5% |
| Participant deferral / active EE | $1,282 | $3,538-63.8% | $4,070-68.5% | $3,608-64.5% |
| Admin fee / account holder | $435 | $6,839-93.6% | $7,890-94.5% | $5,124-91.5% |