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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 | $3,793 | $57,575-93.4% | $124,067-96.9% | $86,983-95.6% |
| Participation rate | 97.1% | 62.3%+34.8pp | 66.9%+30.2pp | 69.5%+27.5pp |
| Annual return | 12.41% | 19.65%-7.2pp | 31.06%-18.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $832 | $1,615-48.5% | $2,166-61.6% | $2,584-67.8% |
| Participant deferral / active EE | $184 | $2,623-93.0% | $3,463-94.7% | $4,194-95.6% |
| Admin fee / account holder | $379 | $8,506-95.5% | $7,351-94.8% | $7,856-95.2% |