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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 | $6,621 | $106,749-93.8% | $145,433-95.4% | $82,448-92.0% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 14.06% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,099 | $3,444-68.1% | $4,554-75.9% | $2,551-56.9% |
| Participant deferral / active EE | $2,254 | $6,519-65.4% | $7,897-71.5% | $4,139-45.6% |
| Admin fee / account holder | $382 | $8,390-95.5% | $13,129-97.1% | $7,234-94.7% |