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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 | $9,081 | $81,487-88.9% | $102,412-91.1% | $80,935-88.8% |
| Participation rate | 88.1% | 66.8%+21.2pp | 74.5%+13.6pp | 67.7%+20.4pp |
| Annual return | 6.89% | 25.60%-18.7pp | 24.94%-18.0pp | 35.66%-28.8pp |
| Employer contribution / active EE | $2,117 | $3,103-31.8% | $3,870-45.3% | $2,757-23.2% |
| Participant deferral / active EE | $244 | $3,871-93.7% | $5,060-95.2% | $4,299-94.3% |
| Admin fee / account holder | $855 | $6,717-87.3% | $8,388-89.8% | $6,924-87.7% |