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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 | $6,158 | $73,955-91.7% | $96,520-93.6% | $75,181-91.8% |
| Participation rate | 71.9% | 66.4%+5.5pp | 74.3%-2.5pp | 67.2%+4.7pp |
| Annual return | 7.60% | 26.72%-19.1pp | 35.72%-28.1pp | 160.69%-153.1pp |
| Employer contribution / active EE | $1,864 | $2,930-36.4% | $3,739-50.1% | $2,671-30.2% |
| Participant deferral / active EE | $798 | $3,659-78.2% | $4,879-83.6% | $4,126-80.7% |
| Admin fee / account holder | $591 | $5,217-88.7% | $6,733-91.2% | $5,650-89.5% |