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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 | $125,184-95.3% | $105,607-94.4% | $145,884-95.9% |
| Participation rate | 79.2% | 77.6%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 2.56% | 225.00%-222.4pp | 116.11%-113.5pp | 551.85%-549.3pp |
| Employer contribution / active EE | $2,001 | $3,720-46.2% | $3,167-36.8% | $4,662-57.1% |
| Participant deferral / active EE | $1,502 | $5,714-73.7% | $5,011-70.0% | $6,690-77.6% |
| Admin fee / account holder | $3,720 | $17,133-78.3% | $10,958-66.0% | $13,392-72.2% |