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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 | $11,040 | $77,460-85.7% | $100,378-89.0% | $80,925-86.4% |
| Participation rate | 78.6% | 76.9%+1.6pp | 81.5%-2.9pp | 67.7%+10.9pp |
| Annual return | 3.38% | 37.24%-33.9pp | 49.41%-46.0pp | 35.65%-32.3pp |
| Employer contribution / active EE | $739 | $2,801-73.6% | $3,942-81.3% | $2,756-73.2% |
| Participant deferral / active EE | $1,318 | $6,818-80.7% | $8,087-83.7% | $4,299-69.3% |
| Admin fee / account holder | $3,442 | $5,887-41.5% | $7,899-56.4% | $6,940-50.4% |