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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 | $6,214 | $54,757-88.7% | $90,304-93.1% | $72,975-91.5% |
| Participation rate | 94.2% | 65.2%+29.1pp | 73.3%+21.0pp | 69.5%+24.7pp |
| Annual return | 5.78% | 30.63%-24.8pp | 78.13%-72.3pp | 81.01%-75.2pp |
| Employer contribution / active EE | $838 | $2,093-60.0% | $2,855-70.6% | $2,440-65.6% |
| Participant deferral / active EE | $562 | $2,887-80.5% | $3,885-85.5% | $3,608-84.4% |
| Admin fee / account holder | $574 | $3,973-85.6% | $5,354-89.3% | $5,124-88.8% |