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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 | $7,921 | $41,377-80.9% | $109,313-92.8% | $62,881-87.4% |
| Participation rate | 80.0% | 57.5%+22.5pp | 71.3%+8.7pp | 69.3%+10.7pp |
| Annual return | 0.58% | 11.05%-10.5pp | 22.07%-21.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,359 | $1,276+84.9% | $3,892-39.4% | $2,281+3.4% |
| Participant deferral / active EE | $401 | $2,045-80.4% | $3,166-87.3% | $3,203-87.5% |
| Admin fee / account holder | $331 | $2,884-88.5% | $5,666-94.2% | $4,296-92.3% |