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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 | $9,193 | $47,848-80.8% | $81,473-88.7% | $70,126-86.9% |
| Participation rate | 95.2% | 58.3%+36.9pp | 68.0%+27.2pp | 69.5%+25.6pp |
| Annual return | 11.01% | 27.25%-16.2pp | 38.78%-27.8pp | 73.15%-62.1pp |
| Employer contribution / active EE | $4,234 | $1,527+177.3% | $2,568+64.9% | $2,343+80.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,265 | $3,145+3.8% | $4,561-28.4% | $4,645-29.7% |