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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 | $4,365 | $77,460-94.4% | $100,378-95.7% | $80,925-94.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 10.96% | 37.24%-26.3pp | 49.41%-38.4pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,466 | $2,801-47.7% | $3,942-62.8% | $2,756-46.8% |
| Participant deferral / active EE | $2,233 | $6,818-67.3% | $8,087-72.4% | $4,299-48.1% |
| Admin fee / account holder | $1,802 | $5,887-69.4% | $7,899-77.2% | $6,940-74.0% |