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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 | $10,202 | $81,446-87.5% | $103,374-90.1% | $80,874-87.4% |
| Participation rate | 70.3% | 66.9%+3.4pp | 74.5%-4.2pp | 67.6%+2.6pp |
| Annual return | 6.39% | 25.57%-19.2pp | 24.89%-18.5pp | 35.62%-29.2pp |
| Employer contribution / active EE | $837 | $3,107-73.1% | $3,869-78.4% | $2,756-69.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,080 | $6,715-54.1% | $8,394-63.3% | $6,935-55.6% |