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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 | $8,292 | $54,757-84.9% | $90,300-90.8% | $72,983-88.6% |
| Participation rate | 89.2% | 65.1%+24.0pp | 73.3%+15.9pp | 69.5%+19.7pp |
| Annual return | 11.24% | 30.63%-19.4pp | 78.11%-66.9pp | 81.01%-69.8pp |
| Employer contribution / active EE | $1,048 | $2,092-49.9% | $2,854-63.3% | $2,440-57.0% |
| Participant deferral / active EE | $466 | $2,887-83.9% | $3,884-88.0% | $3,608-87.1% |
| Admin fee / account holder | $1,245 | $3,972-68.7% | $5,353-76.7% | $5,124-75.7% |