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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 | $15,952 | $73,787-78.4% | $98,716-83.8% | $82,448-80.7% |
| Participation rate | 82.6% | 61.4%+21.2pp | 69.3%+13.3pp | 68.1%+14.5pp |
| Annual return | 8.32% | 18.57%-10.2pp | 31.81%-23.5pp | 41.64%-33.3pp |
| Employer contribution / active EE | $610 | $1,511-59.7% | $2,279-73.2% | $2,551-76.1% |
| Participant deferral / active EE | $858 | $3,081-72.1% | $4,048-78.8% | $4,139-79.3% |
| Admin fee / account holder | $3,910 | $6,500-39.8% | $8,703-55.1% | $7,234-46.0% |