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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 | $9,748 | $81,947-88.1% | $105,387-90.8% | $72,975-86.6% |
| Participation rate | 96.6% | 76.5%+20.1pp | 82.6%+14.0pp | 69.5%+27.1pp |
| Annual return | 6.29% | 42.90%-36.6pp | 26.82%-20.5pp | 81.01%-74.7pp |
| Employer contribution / active EE | $2,328 | $3,468-32.9% | $4,213-44.8% | $2,440-4.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,140 | $6,258-81.8% | $6,559-82.6% | $5,124-77.8% |