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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 | $7,334 | $110,379-93.4% | $102,412-92.8% | $145,884-95.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.92% | 24.84%-16.9pp | 24.94%-17.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,441 | $4,216-65.8% | $3,870-62.8% | $4,662-69.1% |
| Participant deferral / active EE | $1,074 | $5,622-80.9% | $5,060-78.8% | $6,690-83.9% |
| Admin fee / account holder | $457 | $9,745-95.3% | $8,388-94.5% | $13,392-96.6% |