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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 | $8,882 | $96,524-90.8% | $75,900-88.3% | $152,909-94.2% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.5%+10.4pp |
| Annual return | 4.67% | 33.93%-29.3pp | 30.73%-26.1pp | 345.46%-340.8pp |
| Employer contribution / active EE | $2,125 | $3,311-35.8% | $2,501-15.1% | $4,764-55.4% |
| Participant deferral / active EE | $296 | $4,554-93.5% | $3,604-91.8% | $5,851-94.9% |
| Admin fee / account holder | $1,481 | $8,082-81.7% | $5,421-72.7% | $11,601-87.2% |