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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 | $13,367 | $162,821-91.8% | $133,978-90.0% | $158,982-91.6% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 1.07% | 41.95%-40.9pp | 45.10%-44.0pp | 302.99%-301.9pp |
| Employer contribution / active EE | $1,000 | $4,976-79.9% | $3,919-74.5% | $4,763-79.0% |
| Participant deferral / active EE | $1,712 | $5,910-71.0% | $5,047-66.1% | $5,983-71.4% |
| Admin fee / account holder | $6,081 | $11,742-48.2% | $8,930-31.9% | $11,252-46.0% |