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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 | $4,580 | $43,075-89.4% | $74,577-93.9% | $62,881-92.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 4.03% | 17.50%-13.5pp | 20.47%-16.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,422 | $1,498-5.0% | $2,525-43.7% | $2,281-37.6% |
| Participant deferral / active EE | $602 | $2,389-74.8% | $3,458-82.6% | $3,203-81.2% |
| Admin fee / account holder | $1,226 | $2,840-56.8% | $4,138-70.4% | $4,296-71.5% |