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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 | $10,841 | $98,760-89.0% | $149,715-92.8% | $79,858-86.4% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 6.71% | 27.43%-20.7pp | 276.66%-270.0pp | 31.72%-25.0pp |
| Employer contribution / active EE | $3,579 | $3,217+11.3% | $4,645-22.9% | $2,471+44.9% |
| Participant deferral / active EE | $564 | $5,681-90.1% | $6,842-91.8% | $3,740-84.9% |
| Admin fee / account holder | $571 | $6,053-90.6% | $9,310-93.9% | $5,306-89.2% |