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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 | $9,261 | $56,544-83.6% | $75,501-87.7% | $70,126-86.8% |
| Participation rate | 98.9% | 68.1%+30.8pp | 72.4%+26.5pp | 69.5%+29.4pp |
| Annual return | 11.01% | 23.59%-12.6pp | 27.35%-16.3pp | 73.15%-62.1pp |
| Employer contribution / active EE | $549 | $1,817-69.8% | $2,352-76.6% | $2,343-76.5% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,327 | $3,827-65.3% | $5,801-77.1% | $4,645-71.4% |