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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 | $9,796 | $93,064-89.5% | $74,577-86.9% | $273,972-96.4% |
| Participation rate | 93.3% | 74.9%+18.4pp | 68.1%+25.2pp | 83.0%+10.3pp |
| Annual return | 0.75% | 26.18%-25.4pp | 20.47%-19.7pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,373 | $3,160-56.6% | $2,525-45.6% | $4,869-71.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,240 | $5,273-76.5% | $4,138-70.0% | $10,133-87.8% |