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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 | $8,424 | $48,076-82.5% | $78,693-89.3% | $62,891-86.6% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 4.26% | 31.35%-27.1pp | 62.18%-57.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,179 | $2,015-41.5% | $2,850-58.6% | $2,281-48.3% |
| Participant deferral / active EE | $440 | $2,588-83.0% | $3,517-87.5% | $3,203-86.3% |
| Admin fee / account holder | $5,242 | $3,207+63.5% | $4,511+16.2% | $4,296+22.0% |