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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 | $8,193 | $54,541-85.0% | $78,778-89.6% | $70,126-88.3% |
| Participation rate | 91.3% | 60.8%+30.5pp | 69.2%+22.1pp | 69.5%+21.8pp |
| Annual return | 10.70% | 21.07%-10.4pp | 35.62%-24.9pp | 73.15%-62.4pp |
| Employer contribution / active EE | $1,409 | $1,089+29.4% | $1,986-29.1% | $2,343-39.9% |
| Participant deferral / active EE | $227 | $2,210-89.8% | $2,958-92.3% | $3,332-93.2% |
| Admin fee / account holder | $1,202 | $3,709-67.6% | $5,134-76.6% | $4,645-74.1% |