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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 | $3,788 | $124,425-97.0% | $112,040-96.6% | $137,256-97.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.66% | 24.72%-17.1pp | 24.52%-16.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $844 | $3,411-75.3% | $2,954-71.4% | $4,156-79.7% |
| Participant deferral / active EE | $1,210 | $5,718-78.8% | $5,098-76.3% | $6,407-81.1% |
| Admin fee / account holder | $1,058 | $15,207-93.0% | $12,098-91.3% | $12,270-91.4% |