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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 | $12,130 | $76,551-84.2% | $123,894-90.2% | $62,881-80.7% |
| Participation rate | 80.6% | 73.0%+7.7pp | 81.4%-0.8pp | 69.3%+11.3pp |
| Annual return | 3.14% | 18.68%-15.5pp | 47.52%-44.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $522 | $2,882-81.9% | $4,617-88.7% | $2,281-77.1% |
| Participant deferral / active EE | $1,775 | $4,840-63.3% | $5,984-70.3% | $3,203-44.6% |
| Admin fee / account holder | $1,940 | $4,826-59.8% | $8,357-76.8% | $4,296-54.8% |