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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 | $7,934 | $52,678-84.9% | $75,784-89.5% | $59,633-86.7% |
| Participation rate | 91.8% | 67.2%+24.6pp | 75.8%+16.0pp | 68.7%+23.2pp |
| Annual return | -3.31% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $2,622 | $2,193+19.5% | $3,323-21.1% | $2,203+19.0% |
| Participant deferral / active EE | $909 | $2,591-64.9% | $3,652-75.1% | $3,192-71.5% |
| Admin fee / account holder | $3,138 | $3,610-13.1% | $5,300-40.8% | $4,297-27.0% |