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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 | $11,450 | $81,487-85.9% | $102,412-88.8% | $80,935-85.9% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.7%+20.8pp |
| Annual return | 7.06% | 25.60%-18.5pp | 24.94%-17.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $2,294 | $3,103-26.1% | $3,870-40.7% | $2,757-16.8% |
| Participant deferral / active EE | $788 | $3,871-79.6% | $5,060-84.4% | $4,299-81.7% |
| Admin fee / account holder | $879 | $6,717-86.9% | $8,388-89.5% | $6,924-87.3% |