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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 | $5,867 | $124,425-95.3% | $112,040-94.8% | $137,256-95.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 9.64% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,597 | $3,411-53.2% | $2,954-45.9% | $4,156-61.6% |
| Participant deferral / active EE | $1,133 | $5,718-80.2% | $5,098-77.8% | $6,407-82.3% |
| Admin fee / account holder | $874 | $15,207-94.3% | $12,098-92.8% | $12,270-92.9% |