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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 | $11,947 | $56,894-79.0% | $84,753-85.9% | $62,881-81.0% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 1.79% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,407 | $2,400-41.4% | $3,574-60.6% | $2,281-38.3% |
| Participant deferral / active EE | $873 | $2,709-67.8% | $3,712-76.5% | $3,203-72.7% |
| Admin fee / account holder | $738 | $3,581-79.4% | $5,333-86.2% | $4,296-82.8% |