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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 | $4,854 | $56,894-91.5% | $84,753-94.3% | $62,881-92.3% |
| Participation rate | 86.8% | 68.5%+18.2pp | 76.6%+10.2pp | 69.3%+17.5pp |
| Annual return | -0.82% | 6.30%-7.1pp | 22.78%-23.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $837 | $2,400-65.1% | $3,574-76.6% | $2,281-63.3% |
| Participant deferral / active EE | $516 | $2,709-81.0% | $3,712-86.1% | $3,203-83.9% |
| Admin fee / account holder | $405 | $3,581-88.7% | $5,333-92.4% | $4,296-90.6% |