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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 | $4,697 | $117,846-96.0% | $102,434-95.4% | $145,884-96.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 5.96% | 31.90%-25.9pp | 29.46%-23.5pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,639 | $3,615-54.7% | $3,023-45.8% | $4,662-64.9% |
| Participant deferral / active EE | $1,231 | $5,733-78.5% | $5,055-75.7% | $6,690-81.6% |
| Admin fee / account holder | $918 | $13,356-93.1% | $9,462-90.3% | $13,392-93.1% |