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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 | $9,007 | $72,273-87.5% | $101,275-91.1% | $79,856-88.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.92% | 22.30%-12.4pp | 46.48%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $3,407 | $2,691+26.6% | $3,660-6.9% | $2,471+37.9% |
| Participant deferral / active EE | $558 | $3,282-83.0% | $4,371-87.2% | $3,741-85.1% |
| Admin fee / account holder | $404 | $4,401-90.8% | $5,948-93.2% | $5,306-92.4% |