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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 | $9,313 | $59,839-84.4% | $81,991-88.6% | $79,852-88.3% |
| Participation rate | 95.8% | 61.6%+34.2pp | 69.3%+26.6pp | 69.6%+26.2pp |
| Annual return | 8.53% | 17.56%-9.0pp | 41.31%-32.8pp | 31.72%-23.2pp |
| Employer contribution / active EE | $528 | $1,713-69.2% | $2,498-78.9% | $2,471-78.6% |
| Participant deferral / active EE | $665 | $2,695-75.3% | $3,722-82.1% | $3,740-82.2% |
| Admin fee / account holder | $3,219 | $4,287-24.9% | $5,665-43.2% | $5,306-39.3% |