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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 | $9,734 | $106,864-90.9% | $147,318-93.4% | $82,637-88.2% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.1%+13.4pp | 68.1%+27.4pp |
| Annual return | 12.04% | 27.49%-15.5pp | 70.43%-58.4pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,928 | $3,417-43.6% | $4,593-58.0% | $2,552-24.5% |
| Participant deferral / active EE | $413 | $6,496-93.6% | $7,906-94.8% | $4,126-90.0% |
| Admin fee / account holder | $2,278 | $8,415-72.9% | $13,708-83.4% | $7,339-69.0% |