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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 | $78,690-92.3% | $161,489-96.3% | $87,485-93.1% |
| Participation rate | 96.7% | 67.5%+29.2pp | 78.7%+18.0pp | 68.9%+27.7pp |
| Annual return | 4.90% | 32.74%-27.8pp | 89.72%-84.8pp | 26.06%-21.2pp |
| Employer contribution / active EE | $1,228 | $2,588-52.6% | $4,268-71.2% | $2,596-52.7% |
| Participant deferral / active EE | $276 | $3,311-91.7% | $5,630-95.1% | $4,274-93.5% |
| Admin fee / account holder | $4,755 | $6,724-29.3% | $16,006-70.3% | $7,775-38.8% |