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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 | $6,914 | $89,370-92.3% | $141,197-95.1% | $72,976-90.5% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 15.85% | 111.88%-96.0pp | 71.41%-55.6pp | 81.02%-65.2pp |
| Employer contribution / active EE | $2,990 | $3,115-4.0% | $4,736-36.9% | $2,440+22.5% |
| Participant deferral / active EE | $1,382 | $5,419-74.5% | $6,710-79.4% | $3,608-61.7% |
| Admin fee / account holder | $2,471 | $5,957-58.5% | $10,265-75.9% | $5,124-51.8% |