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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 | $4,274 | $78,520-94.6% | $96,576-95.6% | $82,448-94.8% |
| Participation rate | 95.2% | 77.7%+17.5pp | 81.4%+13.8pp | 68.1%+27.2pp |
| Annual return | 11.76% | 41.30%-29.5pp | 38.47%-26.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,487 | $2,630-43.4% | $3,553-58.1% | $2,551-41.7% |
| Participant deferral / active EE | $2,292 | $6,754-66.1% | $7,956-71.2% | $4,139-44.6% |
| Admin fee / account holder | $648 | $13,455-95.2% | $11,381-94.3% | $7,234-91.0% |