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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 | $3,984 | $111,814-96.4% | $103,378-96.1% | $145,978-97.3% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 6.51% | 24.80%-18.3pp | 24.91%-18.4pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,418 | $4,215-66.3% | $3,870-63.4% | $4,662-69.6% |
| Participant deferral / active EE | $1,092 | $5,618-80.6% | $5,058-78.4% | $6,690-83.7% |
| Admin fee / account holder | $1,241 | $9,764-87.3% | $8,401-85.2% | $13,400-90.7% |