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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 | $5,058 | $106,749-95.3% | $145,433-96.5% | $82,448-93.9% |
| Participation rate | 82.5% | 75.6%+6.9pp | 82.1%+0.4pp | 68.1%+14.4pp |
| Annual return | 7.68% | 27.59%-19.9pp | 66.58%-58.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $1,056 | $3,444-69.3% | $4,554-76.8% | $2,551-58.6% |
| Participant deferral / active EE | $1,987 | $6,519-69.5% | $7,897-74.8% | $4,139-52.0% |
| Admin fee / account holder | $5,593 | $8,390-33.3% | $13,129-57.4% | $7,234-22.7% |