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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 | $6,223 | $53,128-88.3% | $86,582-92.8% | $70,126-91.1% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 11.23% | 27.66%-16.4pp | 965.08%-953.9pp | 73.15%-61.9pp |
| Employer contribution / active EE | $3,193 | $2,068+54.4% | $2,839+12.5% | $2,343+36.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,100 | $3,584-69.3% | $4,904-77.6% | $4,645-76.3% |