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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 | $7,525 | $84,236-91.1% | $170,435-95.6% | $70,126-89.3% |
| Participation rate | 94.6% | 70.8%+23.8pp | 83.6%+11.0pp | 69.5%+25.1pp |
| Annual return | 7.32% | 23.06%-15.7pp | 205.94%-198.6pp | 73.15%-65.8pp |
| Employer contribution / active EE | $1,526 | $3,387-54.9% | $5,432-71.9% | $2,343-34.8% |
| Participant deferral / active EE | $593 | $3,086-80.8% | $4,939-88.0% | $3,332-82.2% |
| Admin fee / account holder | $1,259 | $5,698-77.9% | $13,881-90.9% | $4,645-72.9% |