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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 | $4,514 | $99,875-95.5% | $146,866-96.9% | $86,983-94.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 9.90% | 28.10%-18.2pp | 102.85%-93.0pp | 25.83%-15.9pp |
| Employer contribution / active EE | $308 | $3,224-90.4% | $4,425-93.0% | $2,584-88.1% |
| Participant deferral / active EE | $1,193 | $6,322-81.1% | $7,759-84.6% | $4,194-71.5% |
| Admin fee / account holder | $4,337 | $7,838-44.7% | $13,620-68.2% | $7,856-44.8% |