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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 | $8,668 | $98,240-91.2% | $82,312-89.5% | $147,586-94.1% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 4.56% | 30.85%-26.3pp | 25.88%-21.3pp | 578.59%-574.0pp |
| Employer contribution / active EE | $1,875 | $3,192-41.3% | $2,428-22.8% | $4,876-61.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $817 | $8,563-90.5% | $5,608-85.4% | $10,886-92.5% |