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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 | $7,499 | $78,423-90.4% | $95,964-92.2% | $79,856-90.6% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 7.87% | 19.37%-11.5pp | 91.64%-83.8pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,126 | $1,945-42.1% | $2,541-55.7% | $2,471-54.4% |
| Participant deferral / active EE | $308 | $3,440-91.1% | $4,167-92.6% | $3,741-91.8% |
| Admin fee / account holder | $872 | $5,622-84.5% | $6,797-87.2% | $5,306-83.6% |