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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 | $6,677 | $54,763-87.8% | $90,324-92.6% | $72,976-90.9% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 10.27% | 30.63%-20.4pp | 78.15%-67.9pp | 81.02%-70.7pp |
| Employer contribution / active EE | $1,918 | $2,093-8.4% | $2,856-32.8% | $2,440-21.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,953 | $3,973-50.9% | $5,356-63.5% | $5,124-61.9% |