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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 | $6,281 | $86,919-92.8% | $102,457-93.9% | $80,911-92.2% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.6%+20.7pp |
| Annual return | 10.34% | 18.90%-8.6pp | 29.41%-19.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,127 | $2,368-52.4% | $3,022-62.7% | $2,756-59.1% |
| Participant deferral / active EE | $1,357 | $4,119-67.1% | $5,054-73.2% | $4,297-68.4% |
| Admin fee / account holder | $1,441 | $8,049-82.1% | $9,451-84.8% | $6,935-79.2% |