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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 | $5,942 | $126,519-95.3% | $106,201-94.4% | $145,959-95.9% |
| Participation rate | 79.2% | 77.7%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 2.56% | 225.10%-222.5pp | 116.26%-113.7pp | 561.95%-559.4pp |
| Employer contribution / active EE | $2,001 | $3,726-46.3% | $3,170-36.9% | $4,661-57.1% |
| Participant deferral / active EE | $1,502 | $5,716-73.7% | $5,012-70.0% | $6,689-77.5% |
| Admin fee / account holder | $3,720 | $17,312-78.5% | $11,039-66.3% | $13,398-72.2% |