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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 | $12,244 | $56,894-78.5% | $84,753-85.6% | $62,881-80.5% |
| Participation rate | 72.2% | 68.5%+3.7pp | 76.6%-4.4pp | 69.3%+2.9pp |
| Annual return | -0.09% | 6.30%-6.4pp | 22.78%-22.9pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,801 | $2,400-25.0% | $3,574-49.6% | $2,281-21.1% |
| Participant deferral / active EE | $188 | $2,709-93.1% | $3,712-94.9% | $3,203-94.1% |
| Admin fee / account holder | $1,663 | $3,581-53.6% | $5,333-68.8% | $4,296-61.3% |