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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 | $8,544 | $60,349-85.8% | $74,184-88.5% | $62,881-86.4% |
| Participation rate | 87.2% | 72.7%+14.5pp | 76.6%+10.6pp | 69.3%+17.9pp |
| Annual return | 3.30% | 21.38%-18.1pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $956 | $1,680-43.1% | $2,370-59.7% | $2,281-58.1% |
| Participant deferral / active EE | $316 | $2,856-88.9% | $3,550-91.1% | $3,203-90.1% |
| Admin fee / account holder | $720 | $4,261-83.1% | $5,586-87.1% | $4,296-83.2% |