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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 | $5,617 | $71,197-92.1% | $93,669-94.0% | $80,925-93.1% |
| Participation rate | 85.3% | 60.4%+24.9pp | 68.7%+16.6pp | 67.7%+17.6pp |
| Annual return | 9.21% | 11.27%-2.1pp | 133.59%-124.4pp | 35.65%-26.4pp |
| Employer contribution / active EE | $834 | $1,565-46.7% | $2,424-65.6% | $2,756-69.8% |
| Participant deferral / active EE | $1,161 | $4,036-71.2% | $4,416-73.7% | $4,299-73.0% |
| Admin fee / account holder | $2,197 | $6,959-68.4% | $8,291-73.5% | $6,940-68.4% |