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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 | $10,665 | $84,236-87.3% | $170,435-93.7% | $70,126-84.8% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 1.91% | 23.06%-21.1pp | 205.94%-204.0pp | 73.15%-71.2pp |
| Employer contribution / active EE | $1,639 | $3,387-51.6% | $5,432-69.8% | $2,343-30.0% |
| Participant deferral / active EE | $696 | $3,086-77.4% | $4,939-85.9% | $3,332-79.1% |
| Admin fee / account holder | $1,370 | $5,698-76.0% | $13,881-90.1% | $4,645-70.5% |