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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 | $9,093 | $80,992-88.8% | $96,534-90.6% | $75,173-87.9% |
| Participation rate | 90.7% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.5pp |
| Annual return | 9.86% | 27.05%-17.2pp | 25.88%-16.0pp | 160.72%-150.9pp |
| Employer contribution / active EE | $1,398 | $2,283-38.7% | $2,965-52.9% | $2,671-47.7% |
| Participant deferral / active EE | $379 | $3,929-90.4% | $4,851-92.2% | $4,126-90.8% |
| Admin fee / account holder | $1,467 | $6,717-78.2% | $8,253-82.2% | $5,651-74.0% |