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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 | $2,671 | $56,894-95.3% | $84,753-96.8% | $62,881-95.8% |
| Participation rate | 87.5% | 68.5%+19.0pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 1.49% | 6.30%-4.8pp | 22.78%-21.3pp | 20.14%-18.7pp |
| Employer contribution / active EE | $2,410 | $2,400+0.4% | $3,574-32.6% | $2,281+5.6% |
| Participant deferral / active EE | $97 | $2,709-96.4% | $3,712-97.4% | $3,203-97.0% |
| Admin fee / account holder | $311 | $3,581-91.3% | $5,333-94.2% | $4,296-92.8% |