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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 | $6,013 | $116,190-94.8% | $93,614-93.6% | $152,885-96.1% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.5%+7.5pp |
| Annual return | 1.60% | 35.96%-34.4pp | 32.76%-31.2pp | 345.39%-343.8pp |
| Employer contribution / active EE | $889 | $3,219-72.4% | $2,718-67.3% | $4,763-81.3% |
| Participant deferral / active EE | $1,112 | $4,604-75.8% | $4,069-72.7% | $5,851-81.0% |
| Admin fee / account holder | $1,357 | $10,749-87.4% | $7,889-82.8% | $11,598-88.3% |