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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 | $6,101 | $185,312-96.7% | $161,489-96.2% | $154,746-96.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 9.75% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,145 | $4,769-76.0% | $4,268-73.2% | $4,379-73.8% |
| Participant deferral / active EE | $1,580 | $6,350-75.1% | $5,630-71.9% | $6,730-76.5% |
| Admin fee / account holder | $7,602 | $18,654-59.2% | $16,006-52.5% | $14,365-47.1% |