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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 | $6,807 | $81,276-91.6% | $155,574-95.6% | $80,925-91.6% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 9.73% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $750 | $3,103-75.8% | $4,676-84.0% | $2,756-72.8% |
| Participant deferral / active EE | $758 | $3,453-78.1% | $5,629-86.5% | $4,299-82.4% |
| Admin fee / account holder | $347 | $7,993-95.7% | $15,914-97.8% | $6,940-95.0% |