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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 | $8,426 | $103,393-91.9% | $87,103-90.3% | $152,909-94.5% |
| Participation rate | 94.4% | 79.4%+15.1pp | 76.9%+17.6pp | 82.5%+12.0pp |
| Annual return | 5.86% | 28.10%-22.2pp | 28.19%-22.3pp | 345.46%-339.6pp |
| Employer contribution / active EE | $1,004 | $3,221-68.8% | $2,521-60.2% | $4,764-78.9% |
| Participant deferral / active EE | $1,150 | $4,778-75.9% | $4,049-71.6% | $5,851-80.4% |
| Admin fee / account holder | $4,104 | $12,195-66.3% | $7,491-45.2% | $11,601-64.6% |