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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 | $5,595 | $93,598-94.0% | $135,974-95.9% | $75,173-92.6% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.7pp | 67.2%+29.5pp |
| Annual return | 13.45% | 30.89%-17.4pp | 68.30%-54.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,483 | $3,538-58.1% | $4,859-69.5% | $2,671-44.5% |
| Participant deferral / active EE | $1,180 | $6,405-81.6% | $7,760-84.8% | $4,126-71.4% |
| Admin fee / account holder | $328 | $6,978-95.3% | $10,767-97.0% | $5,651-94.2% |