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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 | $8,115 | $89,259-90.9% | $107,187-92.4% | $82,637-90.2% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 11.87% | 21.02%-9.2pp | 204.55%-192.7pp | 53.51%-41.6pp |
| Employer contribution / active EE | $1,066 | $3,080-65.4% | $3,782-71.8% | $2,552-58.2% |
| Participant deferral / active EE | $1,106 | $4,037-72.6% | $5,096-78.3% | $4,126-73.2% |
| Admin fee / account holder | $713 | $7,381-90.3% | $9,162-92.2% | $7,339-90.3% |