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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 | $10,486 | $89,259-88.3% | $107,187-90.2% | $82,637-87.3% |
| Participation rate | 74.4% | 67.9%+6.5pp | 75.0%-0.6pp | 68.1%+6.4pp |
| Annual return | 10.12% | 21.02%-10.9pp | 204.55%-194.4pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,080 | $3,080-64.9% | $3,782-71.4% | $2,552-57.7% |
| Participant deferral / active EE | $476 | $4,037-88.2% | $5,096-90.7% | $4,126-88.5% |
| Admin fee / account holder | $766 | $7,381-89.6% | $9,162-91.6% | $7,339-89.6% |