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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 | $16,988 | $58,851-71.1% | $115,170-85.2% | $72,975-76.7% |
| Participation rate | 72.0% | 65.5%+6.5pp | 75.9%-3.9pp | 69.5%+2.5pp |
| Annual return | 2.44% | 23.16%-20.7pp | 35.60%-33.2pp | 81.01%-78.6pp |
| Employer contribution / active EE | $654 | $1,798-63.6% | $3,179-79.4% | $2,440-73.2% |
| Participant deferral / active EE | $977 | $2,643-63.0% | $4,169-76.6% | $3,608-72.9% |
| Admin fee / account holder | $1,279 | $6,370-79.9% | $7,089-82.0% | $5,124-75.0% |