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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 | $91,086-96.2% | $203,872-98.3% | $86,983-96.0% |
| Participation rate | 92.6% | 65.8%+26.8pp | 77.8%+14.8pp | 69.5%+23.1pp |
| Annual return | 1.72% | 22.30%-20.6pp | 85.11%-83.4pp | 25.83%-24.1pp |
| Employer contribution / active EE | $946 | $2,063-54.2% | $3,757-74.8% | $2,584-63.4% |
| Participant deferral / active EE | $1,024 | $4,019-74.5% | $6,388-84.0% | $4,194-75.6% |
| Admin fee / account holder | $517 | $8,987-94.2% | $11,730-95.6% | $7,856-93.4% |