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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 | $11,486 | $72,273-84.1% | $101,275-88.7% | $79,856-85.6% |
| Participation rate | 84.8% | 68.5%+16.4pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | 3.83% | 22.30%-18.5pp | 46.48%-42.6pp | 31.71%-27.9pp |
| Employer contribution / active EE | $757 | $2,691-71.9% | $3,660-79.3% | $2,471-69.4% |
| Participant deferral / active EE | $534 | $3,282-83.7% | $4,371-87.8% | $3,741-85.7% |
| Admin fee / account holder | $1,329 | $4,401-69.8% | $5,948-77.7% | $5,306-74.9% |