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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 | $8,596 | $111,814-92.3% | $103,374-91.7% | $145,959-94.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 2.98% | 24.77%-21.8pp | 24.89%-21.9pp | 561.95%-559.0pp |
| Employer contribution / active EE | $1,465 | $4,214-65.2% | $3,869-62.1% | $4,661-68.6% |
| Participant deferral / active EE | $938 | $5,618-83.3% | $5,058-81.5% | $6,689-86.0% |
| Admin fee / account holder | $1,106 | $9,754-88.7% | $8,394-86.8% | $13,398-91.7% |