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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 | $5,691 | $76,551-92.6% | $123,894-95.4% | $62,881-90.9% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 2.40% | 18.68%-16.3pp | 47.52%-45.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,314 | $2,882-19.7% | $4,617-49.9% | $2,281+1.5% |
| Participant deferral / active EE | $307 | $4,840-93.7% | $5,984-94.9% | $3,203-90.4% |
| Admin fee / account holder | $1,165 | $4,826-75.9% | $8,357-86.1% | $4,296-72.9% |