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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 | $6,046 | $75,541-92.0% | $152,093-96.0% | $82,637-92.7% |
| Participation rate | 96.7% | 66.5%+30.1pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 4.90% | 32.56%-27.7pp | 66.36%-61.5pp | 53.51%-48.6pp |
| Employer contribution / active EE | $1,228 | $2,622-53.2% | $4,175-70.6% | $2,552-51.9% |
| Participant deferral / active EE | $276 | $3,206-91.4% | $5,451-94.9% | $4,126-93.3% |
| Admin fee / account holder | $4,755 | $6,405-25.8% | $14,497-67.2% | $7,339-35.2% |