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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 | $3,466 | $90,400-96.2% | $186,193-98.1% | $87,485-96.0% |
| Participation rate | 92.6% | 66.2%+26.4pp | 77.1%+15.5pp | 68.9%+23.7pp |
| Annual return | 1.72% | 22.15%-20.4pp | 78.03%-76.3pp | 26.06%-24.3pp |
| Employer contribution / active EE | $946 | $2,170-56.4% | $3,918-75.9% | $2,596-63.6% |
| Participant deferral / active EE | $1,024 | $4,330-76.3% | $6,513-84.3% | $4,274-76.0% |
| Admin fee / account holder | $517 | $8,673-94.0% | $11,058-95.3% | $7,775-93.3% |