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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 | $7,323 | $91,019-92.0% | $392,568-98.1% | $72,983-90.0% |
| Participation rate | 78.3% | 74.4%+3.9pp | 78.1%+0.2pp | 69.5%+8.8pp |
| Annual return | 10.62% | 20.00%-9.4pp | 24.42%-13.8pp | 81.01%-70.4pp |
| Employer contribution / active EE | $1,240 | $2,751-54.9% | $3,783-67.2% | $2,440-49.2% |
| Participant deferral / active EE | $1,637 | $4,570-64.2% | $5,985-72.7% | $3,608-54.6% |
| Admin fee / account holder | $2,590 | $4,895-47.1% | $6,260-58.6% | $5,124-49.5% |