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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 | $71,353-94.0% | $92,805-95.4% | $86,983-95.1% |
| Participation rate | 95.2% | 80.9%+14.4pp | 83.5%+11.7pp | 69.5%+25.7pp |
| Annual return | 11.76% | 44.68%-32.9pp | 31.59%-19.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,487 | $2,468-39.8% | $3,424-56.6% | $2,584-42.5% |
| Participant deferral / active EE | $2,292 | $6,966-67.1% | $8,448-72.9% | $4,194-45.3% |
| Admin fee / account holder | $648 | $6,099-89.4% | $10,911-94.1% | $7,856-91.8% |