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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 | $9,007 | $124,314-92.8% | $109,163-91.7% | $167,518-94.6% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 8.91% | 26.04%-17.1pp | 25.75%-16.8pp | 478.71%-469.8pp |
| Employer contribution / active EE | $1,609 | $4,209-61.8% | $3,723-56.8% | $4,838-66.7% |
| Participant deferral / active EE | $1,239 | $5,256-76.4% | $4,654-73.4% | $6,342-80.5% |
| Admin fee / account holder | $9,789 | $7,973+22.8% | $6,754+44.9% | $12,312-20.5% |